Retirement Plan Sales Counselor — Flexible, High-Impact Role

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

Benefits offered by this job

Time-off & health benefits

Flexible work options

Gifts & grants

Professional development

Retirement contribution 15%

Job summary

Capital Group seeks a Retirement Plan Counselor to lead sales initiatives in the Retirement Plan Sales market. You will partner with Wealth Management Wholesalers to manage Capital Client Group presence, relationships, and drive business results with brokerage firm representatives.

You excel at delivering motivational and informative presentations and leverage a consultative skillset to sell through financial intermediaries, aiming for stronger Plan Sponsor outcomes.

Qualifications

• Must hold Series 7, 63, and 66 licenses or equivalent.
• Proven sales success in mutual funds and retirement plans.
• Strong communication and relationship-building with advisors.

Responsibilities

• Lead sales initiatives in the Retirement Plan Sales market.
• Coordinate with Wealth Management Wholesalers to serve needs.
• Drive business results with brokerage firm representatives.
• Present motivational and informative sessions to clients and advisors.

Skills

Sales experience

Mutual funds

Retirement plans

Relationship building

Communication

Tools

Series 7 licenses

Series 63 licenses

Series 66 licenses

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. You will partner with Wealth Management Wholesalers to manage Capital Client Group presence, relationships, and drive business results with brokerage firm representatives.

You excel at delivering motivational and informative presentations and leverage a consultative skillset to sell through financial intermediaries, aiming for stronger Plan Sponsor outcomes.