Retirement Plan Counselor: Strategic Plan Sponsor Sales

Capital Group; Lakewood (CO); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Competitive salary

Bonuses and benefits

Company 15% retirement contribution

Job summary

Capital Group in the San Francisco Bay Area is seeking a Retirement Plan Counselor with a proven record in mutual fund and retirement plan sales to drive initiatives and coordinate with Wealth Management Wholesalers.

You will build long-term relationships with financial intermediaries, deliver motivational presentations, and leverage technology to create tailored analyses and solutions. Licenses (Series 7/63/66) or equivalent are required, plus related designations.

Qualifications

• Proven sales success in mutual funds and retirement plans.
• Ability to build long-term relationships with clients.
• Strong communication and presentation skills.
• Experience selling through financial intermediaries (brokers/RIAs).
• Series 7/63/66 licenses or equivalent; one or more designations (AIF, AIFA, PPC, CIMA, CFA).

Responsibilities

• Lead retirement plan sales initiatives in the Retirement Plan market.
• Partner with Wealth Management Wholesalers to manage Capital Client Group presence.
• Collaborate with sales teams to drive business with broker/dealer representatives.
• Deliver motivational and informative presentations to clients and prospects.
• Align activities with firm goals and metrics to meet targets.

Skills

Mutual fund sales

Retirement plan sales

Relationship building

Communication

CRM experience

Education

Series 7/63/66 licenses

Tools

CRM systems

Financial analytics software

Job description

Capital Group in the San Francisco Bay Area is seeking a Retirement Plan Counselor with a proven record in mutual fund and retirement plan sales to drive initiatives and coordinate with Wealth Management Wholesalers.

You will build long-term relationships with financial intermediaries, deliver motivational presentations, and leverage technology to create tailored analyses and solutions. Licenses (Series 7/63/66) or equivalent are required, plus related designations.