Divisional Retirement Plan Counselor - Dc/maryland/delaware/virginia/carolinas

Capital Group

Washington, DC, United States
Base: $121,000 - $152,000; bonus: individual annua...
5+ years financial services sales experience
Third party distribution experience
Retirement plan sales track record
You will work closely with the Retirement Plan Counselor to drive sales initiatives in the Retirement Plan Sales market

Job Summary

  • You will work closely with the Retirement Plan Counselor to drive sales initiatives in the Retirement Plan Sales market.
  • The role involves educating, training, and motivating financial advisers to raise and retain assets for Capital Group.
  • Employees receive a competitive salary, bonuses, benefits, and a company-funded retirement contribution of 15% of eligible earnings.

Matching Summary

You will work closely with the Retirement Plan Counselor to drive sales initiatives in the Retirement Plan Sales market.

Salary

Base: $121,000 - $152,000; Bonus: Individual annual performance bonus plus profitability bonus; Benefits: 15% company retirement contribution, medical, dental, PTO

Skills & Requirements

Must-have

  • 5+ years financial services sales experience
  • Third party distribution experience
  • Retirement plan sales track record
  • Registered Investment Advisor sales experience
  • Consultative selling skills

Nice-to-have

  • Ability to synthesize information distantly
  • Leveraging technological resources for analysis
  • Motivated by setting and measuring goals
  • Willingness to travel 60% of time

Key Requirements

  • Series 6 or 7 license
  • Series 63/65 or 66 license
  • AIF, AIFA, PPC, CIMA, or CFA designation
  • Broad knowledge of mutual fund business
  • Proven success in Retirement Plan Sales

Work Rights

Not specified

Tailored Resume

Cover Letter