Retirement Plan Counselor

Capital Group•Scottsdale, AZ

3d•Hybrid

About The Position

As one of our Retirement Plan Counselors, you’ll lead sales initiatives in the Retirement Plan Sales market, identifying firm and firm representatives’ needs and coordinating efforts to serve those needs. You’ll partner with Wealth Management Wholesalers to manage Capital Client Group (American Funds Distributions) presence, relationships, and drive business results with key brokerage firm representatives. 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.

Requirements

Broad knowledge and proven track record of sales success in the mutual fund business and retirement plan sales.
Demonstrated ability to build long-term relationships.
Ability to leverage technological resources to create custom analysis.
Excellent communication skills.
Significant sales experience in the registered investment advisor space.
Well-versed in synthesizing information and presenting it in a distilled manner.
Series 7, 63, and 66 licenses or equivalent.
One or more of the following designations: AIF, AIFA, PPC, CIMA, and CFA.

Responsibilities

Lead sales initiatives in the Retirement Plan Sales market.
Identify firm and firm representatives’ needs and coordinate efforts to serve those needs.
Partner with Wealth Management Wholesalers to manage Capital Client Group (American Funds Distributions) presence, relationships, and drive business results with key brokerage firm representatives.
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.