Divisional Retirement Plan Counselor - New England

Capital Group•Scottsdale, AZ

2d•$121,000 - $152,000•Hybrid

About The Position

As one of our Divisional Retirement Plan Counselors, you’ll work closely with the Retirement Plan Counselor to help drive sales initiatives in the Retirement Plan Sales market, identifying firm and firm representatives’ needs and coordinating efforts to serve those needs. You will be responsible for educating, training and motivating financial advisers and other financial intermediaries within a sales division to raise and retain assets for Capital Group. You’ll work directly with financial advisors in an effort to build retirement plan sales momentum. You excel at delivering motivational and informative presentations. You’re motivated by setting goals and measuring your performance against them. You apply a consultative skillset to sell through financial intermediaries and work collaboratively with other senior sales force members to identify opportunities for better Plan Sponsor and investor outcomes. You enjoy traveling and will spend a significant amount of time on the road. Approximately 60% of your time will be spent engaging your Financial Advisors, Consultants, Third-Party Administrators, and Plan Sponsors in person and 40% virtually. Territory: New England

Requirements

5+ years of financial services sales experience.
Proven experience in third party distribution.
Broad knowledge of the mutual fund business and retirement plan sales.
Demonstrated ability to build long-term relationships.
Proven track of sales success in Retirement Plan Sales.
Ability to leverage technological resources to create custom analysis.
Skilled communicator.
Sales experience in the registered investment advisor space.
Well-versed in synthesizing information and presenting it in a distilled manner.
Series 6 or 7 (or willing to obtain Series 7) license.
Series 63/65 or 66 license.
One or more of the following designations: AIF, AIFA, PPC, CIMA, and CFA.

Responsibilities

Drive sales initiatives in the Retirement Plan Sales market.
Identify firm and firm representatives’ needs and coordinate efforts to serve those needs.
Educate, train, and motivate financial advisers and other financial intermediaries within a sales division to raise and retain assets for Capital Group.
Work directly with financial advisors to build retirement plan sales momentum.
Deliver motivational and informative presentations.
Apply a consultative skillset to sell through financial intermediaries.
Work collaboratively with other senior sales force members to identify opportunities for better Plan Sponsor and investor outcomes.
Spend approximately 60% of time engaging Financial Advisors, Consultants, Third-Party Administrators, and Plan Sponsors in person and 40% virtually.