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

Capital Partners Mortgage LLC

Washington, DC, US
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 traveling to engage with financial advisors, consultants, and plan sponsors in person.
  • The company offers a competitive base salary ranging from $121,000 to $152,000 plus bonuses and a 15% retirement contribution.

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
  • Series 6 or 7 license required
  • Series 63/65 or 66 license required

Nice-to-have

  • AIF, AIFA, PPC, CIMA, or CFA designation
  • Registered investment advisor space experience
  • Consultative selling skillset
  • Ability to synthesize information for presentations
  • Willingness to travel 60% of the time

Key Requirements

  • 5+ years financial services sales experience
  • Series 6 or 7 license
  • Series 63/65 or 66 license
  • Proven retirement plan sales success
  • Experience in third party distribution

Work Rights

Not specified

Tailored Resume

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