Defined Contribution Retirement Consultant
Core
Help investors save for retirement by identifying new opportunities, presenting solutions, and advancing placement of American Funds within retirement plan lineups.
Role type
Defined Contribution Retirement Consultant (Sales/Consulting)
Builds
Retirement plan opportunities and American Funds placements
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
sales, relationship cultivation, solution development, industry trend analysis, presentation skills, regulatory compliance (SIE, Series 7 & 66)
Preferred skills
none stated
Technologies
none stated
Responsibilities
Provide specialized internal consultation to retirement-plan-heavy advisors; identify gaps and develop solutions for plan opportunities considering pricing and competitive dynamics; cultivate new relationships with assigned prospects to build pipelines; serve as a subject-matter expert addressing questions and objections; represent the American Funds Client Group at industry events, conferences, webinars, and calls; stay current on retirement industry trends and incorporate insights into advisor discussions; advance opportunities toward point-of-sale outcomes.
Seniority
Individual Contributor