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

Capital Group

Washington, DC, US
Base: $121,000 - $152,000; bonus/equity: applicabl...
On-site
Retirement plan sales momentum
Educating financial intermediaries
Motivating financial intermediaries
Capital Group is seeking a Divisional Retirement Plan Counselor for the DC, Maryland, Delaware, Virginia, and Carolinas regions. The ideal candidate will have extensive financial services sales experience, particularly in retirement plan sales, and will thrive in a collaborative, diverse work environment that values individuality and continuous professional development

Job Summary

  • As one of our Divisional Retirement Plan Counselors, you’ll 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 excel at delivering motivational and informative presentations.
  • 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.

Matching Summary

Match Score: 85

Capital Group is seeking a Divisional Retirement Plan Counselor for the DC, Maryland, Delaware, Virginia, and Carolinas regions. The ideal candidate will have extensive financial services sales experience, particularly in retirement plan sales, and will thrive in a collaborative, diverse work environment that values individuality and continuous professional development.

Salary

Base: $121,000 - $152,000; Bonus/Equity: applicable bonuses; Benefits: competitive salary, bonuses and benefits

Skills & Requirements

Must-have

  • Retirement plan sales momentum
  • Educating financial intermediaries
  • Motivating financial intermediaries
  • Consultative selling skills
  • Collaborative sales efforts

Nice-to-have

  • Authentic self at work
  • Diverse perspectives and backgrounds
  • Long-term thinking
  • Community focus

Key Requirements

  • 5+ years financial services sales experience
  • Proven experience in third party distribution
  • Broad knowledge of mutual fund business
  • Retirement plan sales experience
  • Series 6 or 7 (or willing to obtain Series 7)
  • Series 63/65 or 66
  • AIF, AIFA, PPC, CIMA, or CFA designation

Work Rights

Not specified

Tailored Resume

Cover Letter