Retirement Plan Sales Consultant

Capital Group; City of White Plains (NY); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Generous time off

2-for-1 matching gifts

On-demand professional development

Job summary

Capital Group seeks a Retirement Plan Counselor to lead sales in the Retirement Plan segment across Long Island and White Plains. Build relationships with broker-dealers and financial intermediaries while coordinating with Wealth Management Wholesalers to drive business results.

You must hold Series 7, 63, and 66 licenses (or equivalent) and pursue related designations. Strong communication and analytical skills are essential in a dynamic, payout-driven environment.

Qualifications

• Must have Series 7, 63, and 66 licenses or equivalent.
• Must have one or more of the following designations: AIF, AIFA, PPC, CIMA, CFA.
• Strong sales track record in mutual funds and retirement plan sales.

Responsibilities

• Lead sales initiatives in the Retirement Plan Sales market.
• Partner with Wealth Management Wholesalers to manage Capital Client Group presence.
• Drive business results with broker/dealer representatives.
• Deliver motivational and informative presentations.
• Sell through financial intermediaries and collaborate with senior sales force.

Skills

Sales experience

Mutual funds

Retirement plans

Relationship building

Communication skills

Analytical skills

Education

Licensed: Series 7

Licensed: Series 63

Licensed: Series 66

Tools

Technology for analysis

Job description

Capital Group seeks a Retirement Plan Counselor to lead sales in the Retirement Plan segment across Long Island and White Plains. Build relationships with broker-dealers and financial intermediaries while coordinating with Wealth Management Wholesalers to drive business results.

You must hold Series 7, 63, and 66 licenses (or equivalent) and pursue related designations. Strong communication and analytical skills are essential in a dynamic, payout-driven environment.