Retirement Plan Counselor — Flexible Work & High-Impact Sales

Capital Group; Denver (CO); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

PTO & health benefits

Matching gifts

Professional development

Job summary

Capital Group is seeking a Retirement Plan Counselor to lead sales initiatives in the Retirement Plan Sales market in the U.S. You will partner with Wealth Management Wholesalers to expand Capital Group’s presence with broker-dealer representatives and drive business results.

You will excel at delivering engaging presentations, setting goals, and using a consultative approach to sell through financial intermediaries while collaborating with senior sales team members to maximize Plan Sponsor and

Qualifications

• Broad knowledge and proven track record of sales success in mutual funds and retirement plan sales.
• Ability to build long-term relationships with financial intermediaries.

Responsibilities

• Lead sales initiatives in the Retirement Plan Sales market.
• Coordinate with Wealth Management Wholesalers to manage Capital Group’s presence with brokerage firms.

Skills

Mutual fund sales

Retirement plan sales

Building long-term relationships

Consultative selling

Communication skills

Education

Series 7, 63, 66 licenses

Job description

Capital Group is seeking a Retirement Plan Counselor to lead sales initiatives in the Retirement Plan Sales market in the U.S. You will partner with Wealth Management Wholesalers to expand Capital Group’s presence with broker-dealer representatives and drive business results.

You will excel at delivering engaging presentations, setting goals, and using a consultative approach to sell through financial intermediaries while collaborating with senior sales team members to maximize Plan Sponsor and