Retirement Plan Counselor - Western Michigan, Northern Indiana
About The Position
Capital Group is seeking a Retirement Plan Counselor to lead sales initiatives in the retirement plan market across Western Michigan and Northern Indiana. The role identifies the needs of firms and their representatives and coordinates efforts to address them. The counselor partners with Wealth Management Wholesalers to manage Capital Client Group (American Funds Distributions) presence and relationships, while driving business results with key brokerage firm representatives. The role calls for delivering motivational and informative presentations, setting goals and measuring performance, and using a consultative approach to sell through financial intermediaries. The counselor works collaboratively with senior sales force members to identify opportunities that support better outcomes for plan sponsors and investors. The stated base salary is $75,000, plus applicable sales commissions and bonuses. The role may also be eligible for additional compensation and benefits.
Requirements
- Broad knowledge and a proven track record of sales success in the mutual fund business and retirement plan sales.
- Demonstrated ability to build long-term relationships.
- Excellent communication skills.
- Significant sales experience in the registered investment advisor space.
- Ability to synthesize information and present it in a distilled manner.
- Series 7, 63, and 66 licenses or equivalent.
- One or more of the following designations: AIF, AIFA, PPC, CIMA, or 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 and relationships.
- Drive business results with key brokerage firm representatives.
- Deliver motivational and informative presentations.
- Set goals and measure performance against them.
- Use a consultative approach to sell through financial intermediaries.
- Collaborate with senior sales force members to identify opportunities for better plan sponsor and investor outcomes.
- Leverage technological resources to create custom analysis.
- Synthesize information and present it in a distilled manner.
Benefits
- Paid time off
- Medical benefits
- Dental benefits
- Retirement benefits
- Mentoring
- Leadership programs
- Tuition reimbursement
- Comprehensive wellness and mental health support
- Family-first benefits
- Competitive pay with performance and profitability bonuses
- Company-funded retirement plan; Capital contributes 15% of eligible earnings, subject to plan guidelines, restrictions, and vesting requirements
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
