Divisional Retirement Plan Counselor - Big Sky, Colorado, Arizona, New Mexico

Capital Group

Big Sky, Colorado, 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
The role involves educating, training, and motivating financial advisers to raise and retain assets for Capital Group

Job Summary

  • The role involves educating, training, and motivating financial advisers to raise and retain assets for Capital Group.
  • Candidates will spend approximately 60% of their time engaging with Financial Advisors, Consultants, and Plan Sponsors in person.
  • The company offers a competitive base salary, performance bonuses, and a retirement contribution of 15% of eligible earnings.

Matching Summary

The role involves educating, training, and motivating financial advisers to raise and retain assets for Capital Group.

Salary

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

Skills & Requirements

Must-have

  • 5+ years financial services sales experience
  • Third party distribution experience
  • Retirement plan sales track record
  • Registered Investment Advisor space experience
  • Series 6 or 7 license required

Nice-to-have

  • Ability to synthesize information distantly
  • Strong motivational presentation skills
  • Consultative selling skillset
  • Willingness to travel 60% of time
  • Long-term relationship building focus

Key Requirements

  • Series 63/65 or 66 license
  • AIF, AIFA, PPC, CIMA, or CFA designation preferred
  • Proven success in Retirement Plan Sales
  • Leveraging technological resources for custom analysis

Work Rights

Not specified

Tailored Resume

Cover Letter