Retirement Plan Sales Strategist

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

Benefits offered by this job

Generous time off and benefits fromday

2-for-1 matching gifts

Professional development resources

Job summary

Capital Group seeks a Retirement Plan Counselor to lead sales initiatives in the Retirement Plan Sales market, coordinating with Wealth Management Wholesalers to support brokerage firm representatives and drive results.

You will deliver motivational and informative presentations, applying a consultative approach to selling through financial intermediaries while collaborating with senior sales force to improve Plan Sponsor outcomes.

Qualifications

• Broad knowledge and proven track record of sales success in the mutual fund business and retirement plan sales.
• Ability to leverage technological resources to create custom analysis.
• Excellent communicator with significant sales experience in the registered investment advisor space.
• Ability to synthesize information and present it succinctly.

Responsibilities

• Lead sales initiatives in the Retirement Plan Sales market.
• Coordinate with Wealth Management Wholesalers to serve brokerage firm representatives.
• Drive business results with key brokerage firm representatives.

Skills

Mutual fund sales

Relationship building

Communication

Analytical presentation

Licensing compliance (Series 7/63/66)

Tools

CRM software

Job description

Capital Group seeks a Retirement Plan Counselor to lead sales initiatives in the Retirement Plan Sales market, coordinating with Wealth Management Wholesalers to support brokerage firm representatives and drive results.

You will deliver motivational and informative presentations, applying a consultative approach to selling through financial intermediaries while collaborating with senior sales force to improve Plan Sponsor outcomes.