Retirement Plan Consultant — Chicago Territory

124 CCG CCG; United States; On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Benefits package

Job summary

Capital Group seeks a Retirement Plan Counselor to lead sales initiatives in the Retirement Plan Sales market and coordinate with Wealth Management Wholesalers to serve client needs.

You excel at delivering motivational presentations, set measurable goals, and work with financial intermediaries to improve Plan Sponsor outcomes. Chicago territory focus with opportunity for performance-based rewards.

Qualifications

• Sales experience in financial services or mutual funds.
• Experience with retirement plan sales and intermediaries.
• Strong communication and presentation skills.

Responsibilities

• Lead sales initiatives in the Retirement Plan Sales market.
• Identify needs of firms and representatives and coordinate with Wealth Management Wholesalers.
• Manage Capital Client Group presence and drive business results with brokerage firm representatives.
• Deliver motivational and informative presentations to clients and prospects.

Skills

Sales experience

Mutual funds

Retirement plans

Communication skills

Relationship building

Presentations

Job description

Capital Group seeks a Retirement Plan Counselor to lead sales initiatives in the Retirement Plan Sales market and coordinate with Wealth Management Wholesalers to serve client needs.

You excel at delivering motivational presentations, set measurable goals, and work with financial intermediaries to improve Plan Sponsor outcomes. Chicago territory focus with opportunity for performance-based rewards.