Retirement Plan Sales Consultant

Capital-Group-1; Philadelphia, Trenton (Philadelphia County, NJ); On-site; MXN 1,357,000 - 1,900,000; Full time

Benefits offered by this job

Annual incentive program

15% retirement plan contribution by公司

Job summary

Capital Group is seeking a Retirement Plan Counselor to lead sales initiatives in the Retirement Plan Sales market, coordinating with Wealth Management Wholesalers to manage Capital Client Group presence and relationships. It requires a proven track record in mutual funds and retirement plan sales, plus strong communication and presentation skills.

You will work with brokerage firm representatives and RIAs to drive better Plan Sponsor and investor outcomes, using analytical tools to deliver

Qualifications

• Broad knowledge and proven track record of sales in mutual funds and retirement plan sales.
• Ability to build long-term relationships with clients and advisors.
• Excellent communication and presentation skills for diverse intermediaries.

Responsibilities

• Lead sales initiatives in Retirement Plan Sales market.
• Partner with Wealth Management Wholesalers to manage Capital Client Group presence.
• Drive business results with brokerage firm representatives and RIAs.
• Synthesize information and present concisely to clients and internal teams.

Skills

Sales experience

Communication skills

Relationship building

Presentation skills

Consultative selling

Education

Series 7, 63, 66 licenses

AIF/AIFA/PPC/CIMA/CFA designations

Tools

Financial analysis tools

Job description

Capital Group is seeking a Retirement Plan Counselor to lead sales initiatives in the Retirement Plan Sales market, coordinating with Wealth Management Wholesalers to manage Capital Client Group presence and relationships. It requires a proven track record in mutual funds and retirement plan sales, plus strong communication and presentation skills.

You will work with brokerage firm representatives and RIAs to drive better Plan Sponsor and investor outcomes, using analytical tools to deliver