Retirement Plan Counselor — High-Impact Bay Area Sales

Capital Group; Scottsdale (AZ); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Bonuses

Retirement plan with 15% company-conrr

Job summary

Capital Group is seeking a Retirement Plan Counselor in the San Francisco Bay Area. You will lead sales initiatives in the Retirement Plan Sales market, partnering with Wealth Management Wholesalers to serve brokerage firm representatives and drive business results.

You are skilled at presenting motivational and informative talks, building long-term relationships, and leveraging data-driven analysis. A Series 7/63/66 or equivalent is required, with additional designations valued.

Qualifications

• Must have Series 7, 63, and 66 licenses or equivalent.
• Broad knowledge of mutual funds and retirement plan sales.
• Excellent communication and relationship-building skills.

Responsibilities

• Lead Retirement Plan Sales initiatives in the SF Bay Area.
• Identify firm and broker needs and coordinate responses.
• Partner with Wealth Management Wholesalers to drive results.
• Present solutions to intermediaries in a clear, concise manner.

Skills

Sales in mutual funds

Retirement plan sales

Communication skills

Relationship building

Education

Series 7, 63, 66 licenses

Designations: AIF/AIFA/PPC/CIMA/CFA

Job description

Capital Group is seeking a Retirement Plan Counselor in the San Francisco Bay Area. You will lead sales initiatives in the Retirement Plan Sales market, partnering with Wealth Management Wholesalers to serve brokerage firm representatives and drive business results.

You are skilled at presenting motivational and informative talks, building long-term relationships, and leveraging data-driven analysis. A Series 7/63/66 or equivalent is required, with additional designations valued.