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CG Companies Global1 week ago

Divisional Retirement Plan Counselor - Nebraska, Kansas, Missouri, S. Illinois, Tulsa

$121,000–$152,000 year

On-site · Illinois, United States or Missouri, United States

Type
Full Time
Level
Senior Level
Education
License Or Certification
Company size
Unknown

Job Summary

As one of our Divisional Retirement Plan Counselors, you’ll work closely with the Retirement Plan Counselor to help drive sales initiatives in the Retirement Plan Sales market, identifying firm and firm representatives’ needs and coordinating efforts to serve those needs. You will be responsible for educating, training and motivating financial advisers and other financial intermediaries within a sales division to raise and retain assets for Capital Group. You’ll work directly with financial advisors in an effort to build retirement plan sales momentum. You excel at delivering motivational and informative presentations. You’re motivated by setting goals and measuring your performance against them. You apply a consultative skillset to sell through financial intermediaries and work collaboratively with other senior sales force members to identify opportunities for better Plan Sponsor and investor outcomes. You enjoy traveling and will spend a significant amount of time on the road. Approximately 60% of your time will be spent engaging your Financial Advisors, Consultants, Third-Party Administrators, and Plan Sponsors in person and 40% virtually. Territory: Nebraska, Kansas, Missouri, S. Illinois, Tulsa

Required Qualifications

  • Series 6 or 7 (or willing to obtain Series 7) and Series 63/65 or 66
  • Licenses: Series 6 or 7; Series 63/65 or 66
  • designations: AIF, AIFA, PPC, CIMA, CFA
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$121k – $152k / yr

Divisional Retirement Plan Counselor - Nebraska, Kansas, Missouri, S. Illinois, Tulsa · CG Companies Global

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