Divisional Retirement Plan Counselor - DC/Maryland/Delaware/Virginia/Carolinas
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: DC / Maryland / Delaware / Virigina / Carolinas
Requirements
- 5+ years of financial services sales experience.
- Proven experience in third party distribution, a broad knowledge of the mutual fund business and retirement plan sales, and the demonstrated ability to build long-term relationships.
- Proven track of sales success in Retirement Plan Sales.
- Know how to leverage technological resources to create custom analysis.
- Skilled communicator and have sales experience in the registered investment advisor space.
- Well-versed in synthesizing information and presenting it in a distilled manner.
- Have the following licenses: Series 6 or 7 (or willing to obtain Series 7) and Series 63/65 or 66 as well as one or more of the following designations AIF, AIFA, PPC, CIMA, and CFA.
Responsibilities
- Educating, training and motivating financial advisers and other financial intermediaries within a sales division to raise and retain assets for Capital Group.
- Working directly with financial advisors in an effort to build retirement plan sales momentum.
- Delivering motivational and informative presentations.
- Setting goals and measuring your performance against them.
- Applying 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.
- Engaging your Financial Advisors, Consultants, Third-Party Administrators, and Plan Sponsors in person and 40% virtually.
Benefits
- Competitive salary, bonuses and benefits.
- Company-funded retirement contribution will factor in salary and variable pay, including bonuses.
- Generous time-away and health benefits from day one, with the opportunity for flexible work options
- Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
- Access on-demand professional development resources that allow you to hone existing skills and learn new ones
- Individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
