Internal Retirement Plan Counselor

Capital Partners Mortgage LLC

Southern California, US
Base: $99,484-$159,174; bonus: individual annual p...
Not specified
Bachelor's degree required
Finra sie certification mandatory
Series 7 and 66 license required
Capital Partners Mortgage LLC is seeking an Internal Retirement Plan Counselor in Southern California to assist investors in saving for retirement. The role emphasizes collaboration, sales experience, and a strong understanding of the defined contribution marketplace, while promoting a culture of diversity and belonging within the company

Job Summary

  • You will play a critical role in helping investors save for retirement by developing and executing territory coverage strategies.
  • The company offers a competitive salary range of $99,484-$159,174 plus an individual annual performance bonus and a 15% company-funded retirement contribution.
  • Employees are encouraged to bring their authentic selves to work in a culture that values integrity, client focus, and diverse perspectives.

Matching Summary

Match Score: 85

Capital Partners Mortgage LLC is seeking an Internal Retirement Plan Counselor in Southern California to assist investors in saving for retirement. The role emphasizes collaboration, sales experience, and a strong understanding of the defined contribution marketplace, while promoting a culture of diversity and belonging within the company.

Salary

Base: $99,484-$159,174; Bonus: Individual annual performance bonus plus profitability bonus; Benefits: 15% company retirement contribution, health benefits, flexible work options

Skills & Requirements

Must-have

  • Bachelor's degree required
  • FINRA SIE certification mandatory
  • Series 7 and 66 license required
  • Sales experience preferred
  • Outbound calling skills needed

Nice-to-have

  • Upbeat and well-spoken demeanor
  • Interest in defined contribution marketplace
  • Team collaboration and idea sharing
  • Ability to synthesize complex information
  • Commitment to diverse perspectives

Key Requirements

  • Bachelor's degree
  • FINRA Security Industry Essentials (SIE) license
  • Series 7 and Series 66 licenses
  • Sales experience
  • Strong verbal communication skills

Work Rights

Not specified

Tailored Resume

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