Retirement Plan Sales Counselor – Northern CA, OR, ID

Capital Group; California; Hybrid; USD 75,000 - 90,000; Full time

Benefits offered by this job

Base salary + commissions

Annual incentive program

Comprehensive employee benefits

Job summary

Capital Group is seeking a Retirement Plan Counselor to drive sales initiatives in the Retirement Plan Sales market across Northern California, Oregon, and Idaho. You will partner with Wealth Management Wholesalers to manage Capital Client Group presence and build relationships with brokerage firm representatives.

You bring a proven track record in mutual fund retirement plan sales, strong communication, and the ability to present complex information clearly.

Qualifications

• Must hold Series 7, 63, and 66 licenses or equivalent.
• Strong track record in retirement plan sales to financial intermediaries.
• Excellent communication and ability to present complex information clearly.

Responsibilities

• Lead sales initiatives in the Retirement Plan Sales market.
• Partner with Wealth Management Wholesalers to manage Capital Client Group presence.
• Build and maintain relationships with brokerage firm representatives to drive business results.

Skills

Series 7 license

Series 63 license

Series 66 license

Mutual funds sales

Retirement plan sales

Presentations

Job description

Capital Group is seeking a Retirement Plan Counselor to drive sales initiatives in the Retirement Plan Sales market across Northern California, Oregon, and Idaho. You will partner with Wealth Management Wholesalers to manage Capital Client Group presence and build relationships with brokerage firm representatives.

You bring a proven track record in mutual fund retirement plan sales, strong communication, and the ability to present complex information clearly.