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 clients in person and 40% virtually across the specified territory.
  • The company offers a competitive base salary, performance bonuses, and a retirement contribution equal to 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 match, 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

  • Strong consultative selling skillset
  • Ability to synthesize complex information
  • Willingness to travel 60% of time
  • Experience with technological resources for analysis
  • Commitment to diverse perspectives

Key Requirements

  • Series 6 or 7 license
  • Series 63/65 or 66 license
  • AIF, AIFA, PPC, CIMA, or CFA designation preferred
  • 5+ years of financial services sales experience
  • Proven success in Retirement Plan Sales

Work Rights

Not specified

Tailored Resume

Cover Letter