Retirement Plan Counselor — Flexible Growth & Client Impact

CFA Institute; New York (NY); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Competitive base salary

Performance bonuses

401(k) with 15% company contribution

Paid time off

Medical, dental benefits

Job summary

Capital Group is hiring a Retirement Plan Counselor in New York (Long Island & White Plains) to lead sales initiatives in the Retirement Plan Sales market. You will collaborate with Wealth Management Wholesalers to manage Capital Client Group presence, drive business results with brokerage firm representatives, and deliver compelling presentations to clients and prospects.

You should have a proven track record in mutual fund and retirement plan sales, excellent communication skills, and the

Qualifications

• Broad knowledge and proven track record of sales success in mutual funds and retirement plan sales.
• Ability to build long-term relationships with clients and intermediaries.
• Excellent communicator with significant sales experience in the registered investment advisor space.
• Ability to leverage technology to create custom analysis.

Responsibilities

• Lead sales initiatives in the Retirement Plan Sales market.
• Coordinate efforts to serve needs of firm and firm representatives.
• Partner with Wealth Management Wholesalers to manage Capital Client Group presence and drive results.
• Deliver motivational and informative presentations and achieve goals based on performance metrics.

Skills

Sales excellence

Relationship building

Communication skills

Licenses: Series 7/63/66

Financial industry knowledge

Job description

Capital Group is hiring a Retirement Plan Counselor in New York (Long Island & White Plains) to lead sales initiatives in the Retirement Plan Sales market. You will collaborate with Wealth Management Wholesalers to manage Capital Client Group presence, drive business results with brokerage firm representatives, and deliver compelling presentations to clients and prospects.

You should have a proven track record in mutual fund and retirement plan sales, excellent communication skills, and the