Finance & Banking • Boston, Massachusetts, United States
Retirement Plan Sales Strategist
Boston, Massachusetts, United StatesOn-sitePosted 12 hours ago
Finance & Banking
About the Role
Capital Group seeks a Retirement Plan Counselor in the Boston Metro area to lead sales initiatives in the retirement market and partner with Wealth Management wholesalers to grow the Capital Client Group’s presence. You’ll present to brokerage firm representatives and advisors to drive business results.
You must have a proven track record in mutual fund and retirement plan sales, outstanding communication, and the ability to translate complex data into clear client insights.
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What You'll Do
Capital Group seeks a Retirement Plan Counselor in the Boston Metro area to lead sales initiatives in the retirement market and partner with Wealth Management wholesalers to grow the Capital Client Group’s presence.
You’ll present to brokerage firm representatives and advisors to drive business results.
You must have a proven track record in mutual fund and retirement plan sales, outstanding communication, and the ability to translate complex data into clear client insights.
