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

Capital Partners Mortgage LLC

DC, US
Base: $121,000 - $152,000; bonus/equity: applicabl...
**
Retirement plan sales momentum
Consultative selling to financial intermediaries
Motivational and informative presentations
** Capital Partners Mortgage LLC is seeking a Divisional Retirement Plan Counselor to drive sales initiatives in the Retirement Plan Sales market across several states. The ideal candidate should have over five years of financial services sales experience, particularly in retirement plan sales, and demonstrate strong communication skills and a proven track record in building long-term relationships. **

Job Summary

  • As a Divisional Retirement Plan Counselor, you will work closely with the Retirement Plan Counselor to help drive sales initiatives in the Retirement Plan Sales market, identifying firm and firm representatives’ needs and coordinating efforts to serve those needs.
  • You will be responsible for educating, training and motivating financial advisers and other financial intermediaries within a sales division to raise and retain assets for Capital Group.
  • You excel at delivering motivational and informative presentations and are motivated by setting goals and measuring your performance against them.

Matching Summary

Match Score: 75

** Capital Partners Mortgage LLC is seeking a Divisional Retirement Plan Counselor to drive sales initiatives in the Retirement Plan Sales market across several states. The ideal candidate should have over five years of financial services sales experience, particularly in retirement plan sales, and demonstrate strong communication skills and a proven track record in building long-term relationships. **

Salary

Base: $121,000 - $152,000; Bonus/Equity: applicable bonuses; Benefits: standard benefits package including paid time off, medical, dental and retirement

Skills & Requirements

Must-have

  • Retirement plan sales momentum
  • Consultative selling to financial intermediaries
  • Motivational and informative presentations
  • Goal setting and performance measurement
  • Collaborative work with senior sales force

Nice-to-have

  • Bringing authentic self to work
  • Celebrating diverse perspectives
  • Fostering a strong sense of belonging
  • Investing in a strong community of associates

Key Requirements

  • 5+ years financial services sales experience
  • Proven experience in third party distribution
  • Broad knowledge of mutual fund business and retirement plan sales
  • Demonstrated ability to build long-term relationships
  • Proven track of sales success in Retirement Plan Sales
  • Series 6 or 7 (or willing to obtain Series 7)
  • Series 63/65 or 66
  • AIF, AIFA, PPC, CIMA, and CFA designations

Work Rights

Not specified

Tailored Resume

Cover Letter