Overview

Company
Capital-Group-1
Location
Long Island, Maine, United States
Employment type
On-site
Capital-Group-1

Finance & Banking • Long Island, Maine, United States

Retirement Plan Sales Strategist

Long Island, Maine, United StatesOn-sitePosted 11 hours ago
Finance & Banking

About the Role

Capital Group is seeking a Retirement Plan Counselor to drive retirement plan sales initiatives and manage relationships with brokerage representatives and plan sponsors. You will coordinate with Wealth Management Wholesalers to expand the Capital Client Group and deliver compelling, data-driven presentations.

You are expected to leverage your deep knowledge of mutual funds and retirement plans, maintain excellent communication, and build long-term advisor relationships in a highly regulated

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What You'll Do

Capital Group is seeking a Retirement Plan Counselor to drive retirement plan sales initiatives and manage relationships with brokerage representatives and plan sponsors.
You will coordinate with Wealth Management Wholesalers to expand the Capital Client Group and deliver compelling, data-driven presentations.
You are expected to leverage your deep knowledge of mutual funds and retirement plans, maintain excellent communication, and build long-term advisor relationships in a highly regulated #J-18808-Ljbffr

Skills & Technologies

Finance & Banking