Retirement Plan Counselor - Northern California, Oregon, Idaho
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
Required skills
sales success in mutual fund business, consultative selling through financial intermediaries, relationship building, leveraging technological resources for custom analysis, synthesizing and presenting information
Preferred skills
none stated
Technologies
none stated
Responsibilities
Lead sales initiatives in the Retirement Plan Sales market, 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