💼 Retirement Plan Counselor
- Company
- Capital Group
- Location
- Bellevue, WA
- 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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