Strategic Retirement Plan Sales Counselor - Flexible

Capital Group; Boston (MA); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Health benefits

Flexible work options

Matching gifts

Annual grants

Professional development resources

Bonuses included

Job summary

Capital Group is seeking a Retirement Plan Counselor for the Boston Metro area. You’ll drive sales initiatives in the Retirement Plan Sales market and coordinate with Wealth Management Wholesalers to serve firm needs and drive results.

You will present to broker-representatives, build long-term relationships, and apply a consultative selling approach to optimize Plan Sponsor outcomes and investor success.

Qualifications

• Licenses: Series 7, 63 and 66 required.
• Designations such as AIF/AIFA/CIMA/CFA preferred.
• Proven sales success in mutual funds and retirement plans.

Responsibilities

• Lead sales initiatives in the Retirement Plan Sales market.
• Coordinate with Wealth Management Wholesalers to serve needs.
• Build relationships with brokerage firm representatives.
• Deliver motivational and informative presentations.
• Sell through financial intermediaries with a consultative approach.

Skills

Series 7 License

Series 63 License

Series 66 License

AIF designation

AIFA designation

CIMA designation

CFA designation

Job description

Capital Group is seeking a Retirement Plan Counselor for the Boston Metro area. You’ll drive sales initiatives in the Retirement Plan Sales market and coordinate with Wealth Management Wholesalers to serve firm needs and drive results.

You will present to broker-representatives, build long-term relationships, and apply a consultative selling approach to optimize Plan Sponsor outcomes and investor success.