Senior Retirement Plan Consultant — Chicago (Hybrid)

Capital Group; Chicago (IL); On-site; USD 64,000 - 86,000; Full time

Benefits offered by this job

Flexible work options

Matching gifts program

Professional development resources

Job summary

Capital Group in Chicago seeks a Retirement Plan Counselor to lead sales initiatives in the Retirement Plan Sales market, partnering with Wealth Management Wholesalers to serve brokerage firm representatives.

You will deliver motivational presentations, build long-term relationships, and leverage technology to create customized analysis for plan sponsors and investors. The role requires Series 7/63/66 licenses and related designations, with a competitive base salary and bonus potential.

Qualifications

• Broad knowledge and proven tracking of sales in mutual funds and retirement plan sales.
• Ability to build long-term relationships with clients and intermediaries.
• Strong communication and presentation skills with a consultative selling approach.

Responsibilities

• Lead sales initiatives in Retirement Plan Sales market.
• Coordinate with Wealth Management Wholesalers to manage presence and drive results.
• Deliver motivational and informative presentations and achieve performance goals.

Skills

Sales experience

Communication skills

Analytical tools

Intermediaries

Education

FINRA licenses: Series 7, 63, 66

Tools

Technological resources

Job description

Capital Group in Chicago seeks a Retirement Plan Counselor to lead sales initiatives in the Retirement Plan Sales market, partnering with Wealth Management Wholesalers to serve brokerage firm representatives.

You will deliver motivational presentations, build long-term relationships, and leverage technology to create customized analysis for plan sponsors and investors. The role requires Series 7/63/66 licenses and related designations, with a competitive base salary and bonus potential.