💼 Retirement Plan Counselor

Company
Capital Group
Location
Wilmington, DE
Date posted
2024-12-19
Job Type
None
Industry
Accounting / Finance
Description
“I can succeed as the Retirement Plan Counselor” As one of our Retirement Plan Counselors, you’ll lead sales initiatives in the Retirement Plan Sales market, identifying firm and firm representatives’ needs and coordinating efforts to serve those needs. You’ll partner with Wealth Management Wholesalers to manage Capital Client Group (American Funds Distributions) presence, relationships, anddrivebusiness results with key brokerage firm representatives. Your territory will cover the Greater...See full description
Important Skills Hard skillsSoft Skills
Financial planning Investment strategies Tax planning Retirement planning Estate planning Risk management Insurance planning Communication Analytical thinking Problem-solving Attention to detail Time management
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