Retirement Plan Sales Consultant

Capital-Group-1; Chicago (IL); On-site; MXN 1,221,000 - 1,493,000; Full time

Benefits offered by this job

Competitive base salary

Bonus eligible

Retirement plan with company match

Job summary

Capital Group seeks a Retirement Plan Counselor to lead sales initiatives in the Retirement Plan Sales market within the Chicago territory. You will work with Wealth Management Wholesalers to strengthen Capital Client Group presence, relationships, and drive results with key brokerage firm representatives.

You excel at delivering motivational and informative presentations, using a consultative approach to sell through intermediaries and build long-term relationships with Plan Sponsors and

Qualifications

• Must hold Series 7, 63 and 66 licenses or equivalent.
• Designations: AIF/AIFA/PPC/CIMA/CFA are preferred.
• Experience in mutual funds and retirement plan sales; build long-term relationships.
• Strong presentation and communication skills; ability to convey complex information.

Responsibilities

• Lead sales initiatives in the Retirement Plan Sales market in the Chicago territory.
• Coordinate with Wealth Management Wholesalers to manage Capital Client Group presence and relationships.
• Sell through financial intermediaries and collaborate with senior sales force to uncover opportunities.
• Deliver motivational and informative presentations; measure performance against goals.
• Identify opportunities for better Plan Sponsor and investor outcomes.

Skills

Sales experience

Excellent communicator

Goal oriented

Consultative selling

Financial services sales

Territory management

Job description

Capital Group seeks a Retirement Plan Counselor to lead sales initiatives in the Retirement Plan Sales market within the Chicago territory. You will work with Wealth Management Wholesalers to strengthen Capital Client Group presence, relationships, and drive results with key brokerage firm representatives.

You excel at delivering motivational and informative presentations, using a consultative approach to sell through intermediaries and build long-term relationships with Plan Sponsors and