Retirement Plan Sales Consultant

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

Benefits offered by this job

Time off & health benefits from day 1

2-for-1 charitable gift matching

Professional development resources

Job summary

Capital Group seeks a Retirement Plan Counselor to lead sales initiatives in the Retirement Plan Sales market, collaborating with Wealth Management Wholesalers to serve broker-dealer representatives. You’ll translate complex data into compelling client stories, and drive business results through strategic planning and partner collaboration.

You’ll bring a proven track record in mutual fund and retirement plan sales, strong relationship-building skills, and deep knowledge of the registered

Qualifications

• Extensive sales experience in mutual funds and retirement plans.
• Ability to build long-term client relationships.
• Strong analytical skills for creating custom analyses.
• Excellent communication in the registered investment advisor space.
• Licenses and designations as required.

Responsibilities

• Lead sales initiatives in the Retirement Plan Sales market.
• Coordinate with Wealth Management Wholesalers to serve broker-dealer reps.
• Deliver motivational, informative presentations and set goals.
• Territory: Cleveland & Columbus.

Skills

Sales experience

Mutual funds

Relationship building

Communication

Education

Licenses: Series 7/63/66

Designations: AIF AIFA PPC CIMA CFA

Job description

Capital Group seeks a Retirement Plan Counselor to lead sales initiatives in the Retirement Plan Sales market, collaborating with Wealth Management Wholesalers to serve broker-dealer representatives. You’ll translate complex data into compelling client stories, and drive business results through strategic planning and partner collaboration.

You’ll bring a proven track record in mutual fund and retirement plan sales, strong relationship-building skills, and deep knowledge of the registered