Retirement Plan Counselor - Philadelphia & Trenton, NJ
Core
Lead sales initiatives in the Retirement Plan Sales market by identifying needs of firms and representatives, partnering with Wealth Management Wholesalers to manage American Funds Distributions presence, and driving business results.
Role type
Senior sales representative (retirement plans)
Builds
Retirement plan sales and American Funds Distributions business
Domain
Financial services / Mutual funds / Retirement planning
Deliverable
client delivery
Required skills
sales success in mutual fund business, building long-term relationships, leveraging technological resources for custom analysis, consultative selling through financial intermediaries, synthesizing and presenting information
Preferred skills
registered investment advisor experience, goal setting and performance measurement
Technologies
custom analysis tools
Responsibilities
Identify firm and firm representatives' needs, coordinate efforts to serve those needs, partner with Wealth Management Wholesalers to manage Capital Client Group presence, deliver motivational and informative presentations, work collaboratively with senior sales force members to identify opportunities for better Plan Sponsor and investor outcomes
Seniority
Senior, hands-on IC