Divisional Retirement Plan Counselor - New York State, Western PA, West Virginia
About the role
We are seeking a Divisional Retirement Plan Counselor to join our team. This position offers a unique blend of personal and professional growth, with a focus on driving sales initiatives in the Retirement Plan Sales market.
Responsibilities
- Work closely with the Retirement Plan Counselor to support sales initiatives
- Identify and coordinate efforts to meet the needs of firm and firm representatives
- Educate, train, and motivate financial advisers and other financial intermediaries
- Build retirement plan sales momentum by engaging with financial advisors, consultants, third-party administrators, and plan sponsors
- Travel extensively to engage with clients in New York State, Western PA, and West Virginia
Requirements
- 5+ years of financial services sales experience
- Proven experience in third party distribution and retirement plan sales
- Demonstrated ability to build long-term relationships
- Knowledge of the mutual fund business and the ability to leverage technological resources
- Skilled communicator with experience in the registered investment advisor space
- Proven track record of sales success in Retirement Plan Sales
- One or more of the following designations: AIF, AIFA, PPC, CIMA, CFA
- Series 6 or 7 license, and Series 63/65 or 66 license
Qualifications
- Bachelor's degree in finance, economics, or a related field
- Ability to travel approximately 60% of the time
Skills
- Consultative selling skills
- Strong communication and presentation abilities
- Ability to build and maintain relationships with financial intermediaries
- Proficiency in using technology to analyze and present information
Benefits
- Competitive salary and bonuses
- Company-funded retirement contribution
- Matching gifts for charitable contributions
- On-demand professional development resources
- Generous time-away and health benefits
- Flexible work options
Pay
The base salary range for this role is $121,000 - $152,000 + applicable bonuses. Specific pricing may vary based on factors such as candidate experience and skills.
Schedule
You will spend approximately 60% of your time engaging with clients in person and 40% virtually.
Contact Information
To apply, please visit our website and complete the application process. If this role doesn't align with your current career path, explore our other opportunities and join our talent community.
Learn More About Capital Group
At Capital Group, we believe in empowering our associates to build successful and prosperous careers. Our culture, compensation, and opportunities are designed to support this goal. Learn more about our commitment to diversity, equity, and inclusion, and our approach to creating a positive work environment.