Divisional Retirement Plan Counselor - New York State, Western PA, West Virginia

Divisional Retirement Plan Counselor As one of our Divisional Retirement Plan Counselors, you’ll work closely with the Retirement Plan Counselor to drive sales initiatives in the Retirement Plan Sales market, identifying firm and firm representatives’ needs and coordinating efforts to serve those needs. You will be responsible for educating, training and motivating financial advisers and other financial intermediaries within a sales division to raise and retain assets for Capital Group. You’ll work directly with financial advisors in an effort to build retirement plan sales momentum. You excel at delivering motivational and informative presentations. You’ve set goals and measure your performance against them. You apply a consultative skillset to sell through financial intermediaries and work collaboratively with other senior sales force members to identify opportunities for better Plan Sponsor and investor outcomes. You enjoy traveling and will spend a significant amount of time on the road. Approximately 60% of your time will be spent engaging your Financial Advisors, Consultants, Third-Party Administrators, and Plan Sponsors in person and 40% virtually. Territory: New York State, Western Pennsylvania, West Virginia Key Responsibilities Drive sales initiatives in the retirement plan sales market. Educate, train, and motivate financial advisers and intermediaries to raise and retain assets. Build and maintain long‑term relationships with financial advisors, consultants, TPAs, and plan sponsors. Leverage technology to create custom analysis and presentations. Qualifications 5+ years of financial services sales experience. Proven experience in third‑party distribution, broad knowledge of mutual funds and retirement plan sales, and ability to build long‑term relationships. Track record of sales success in retirement plan sales. Strong communication skills and experience in the registered investment advisor space. Ability to synthesize information and present it in a distilled manner. Licenses: Series 6 or 7 (or willing to obtain Series 7) and Series 63/65 or 66, plus at least one of the following designations: AIF, AIFA, PPC, CIMA, CFA. Benefits and Compensation Base salary $121,000–$152,000 + bonuses. Quarterly and annual incentive programs. Retirement plan with 15% company contribution. Paid time off, medical, dental, and other benefits. Generous time‑away and health benefits from day one. 2‑for‑1 matching gifts for charitable contributions. Access to on‑demand professional development resources. Deadline to apply: 6/22/26 We are an equal‑opportunity employer and prohibit discrimination on the basis of race, religion, color, national origin, ancestry, sex, pregnancy, childbirth, disability, sexual orientation, gender identity, age, marital status, citizenship, genetic information, or any other characteristic protected by law. #J-18808-Ljbffr Capital Group