Retirement Plan Internal Wholesaler

Location: Indianapolis, IN, United States
Job Description
As a Retirement Plan Internal Wholesaler, you will play a critical role on the Internal Sales and Support team focusing on developing and maintaining relationships.  Your goal will be to raise and retain assets through a consultative approach. You’ll partner with an External Wholesaler or two to develop and maintain relationships with financial advisors and other intermediaries in order to sell American Funds products.    

  • Initiate sales by making personalized outbound calls     
  • Develop strategies for product positioning and sales opportunities     
  • Execute strategic territory coverage by partnering with your wholesaler     
  • Exhibit deep knowledge of investment concepts     
  • Deliver effective presentations to promote American Funds    
  • Acts as a technical and educational resource     

  • 3 years of direct sales and distribution of qualified retirement plans, including 401(k), PSP, MMP and ERISA sponsored 403(b)     
  • FINRA Series 6, 63 desired, but not required    
  • Completion of Series 6, 63 required within 5 weeks of hire     
  • Ability to communicate clearly and concisely, with an expertise in adapting to different audiences     
  • Ability to articulate specific sales strategies and processes     
  • Bachelor’s degree preferred
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