Finance & Banking • City of White Plains, New York, United States
Retirement Plan Sales Strategist
City of White Plains, New York, United StatesOn-sitePosted 10 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
