Overview

Company
Capital-Group-1
Location
Philadelphia, Philadelphia County, United States
Employment type
On-site
Capital-Group-1

Finance & Banking • Philadelphia, Philadelphia County, United States

Retirement Plan Sales Consultant

Philadelphia, Philadelphia County, United StatesOn-sitePosted 18 hours ago
Finance & Banking

About the Role

Capital Group is seeking a Retirement Plan Counselor to lead sales initiatives in the Retirement Plan Sales market, coordinating with Wealth Management Wholesalers to manage Capital Client Group presence and relationships. It requires a proven track record in mutual funds and retirement plan sales, plus strong communication and presentation skills.

You will work with brokerage firm representatives and RIAs to drive better Plan Sponsor and investor outcomes, using analytical tools to deliver

#J-18808-Ljbffr

What You'll Do

Capital Group is seeking a Retirement Plan Counselor to lead sales initiatives in the Retirement Plan Sales market, coordinating with Wealth Management Wholesalers to manage Capital Client Group presence and relationships.
It requires a proven track record in mutual funds and retirement plan sales, plus strong communication and presentation skills.
You will work with brokerage firm representatives and RIAs to drive better Plan Sponsor and investor outcomes, using analytical tools to deliver #J-18808-Ljbffr

Skills & Technologies

Finance & Banking