Invesco

Invesco

Reg Retirement Consultant

Atlanta, Georgia · Part-time

Sponsorship not specifiedDetected 1 day ago
Email MarketingCRMSalesBusiness DevelopmentOutbound SalesCommunicationCollaboration

About the role

  • Prior experience in sales, relationship management, or business development within financial services.

Responsibilities

  • Develop and execute targeted email campaigns designed to drive engagement, meetings, and sales opportunities.
  • Maintain consistent communication with advisors and industry partners to strengthen relationships and uncover opportunities.
  • Collaborate with internal partners across sales, marketing, product, and client service teams to deliver a best-in-class client experience.
  • Support retention and asset growth initiatives within existing relationships.

Requirements

  • Bachelor's degree or equivalent experience.
  • Ability to work in a fast-paced, sales-oriented environment.
  • Must be located in, or willing to relocate to, the Atlanta, GA area.

Skills

  • Strong communication, organization, and presentation skills.

Compensation

  • Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:

Benefits

  • Flexible paid time off
  • Health & wellbeing benefits
  • Parental Leave benefits
  • Employee stock purchase plan
  • Demonstrated knowledge of retirement plans, investments, and financial markets.
  • Invesco is seeking a highly motivated Regional Retirement Consultant to support our DCIO Senior Retirement Consultants in driving growth across the defined contribution marketplace.
  • This role serves as a critical partner to the field sales team by helping deepen relationships with retirement plan advisors, consultants, TPAs, and other retirement industry stakeholders.
  • The ideal candidate will bring a combination of sales acumen, retirement industry knowledge, and consultative relationship-management skills.
  • Our DCIO team partners with retirement plan advisors, consultants, TPAs, and other industry professionals to deliver investment solutions across the defined contribution marketplace.
  • Working closely with Senior Retirement Consultants, you'll help drive business growth, strengthen client relationships, and expand Invesco's presence within the retirement industry.
  • This collaborative, sales-focused team values relationship building, industry expertise, and a client-first approach to helping retirement professionals and plan participants achieve their goals.

Company info

  • of the Role:
  • Partner closely with DCIO Senior Retirement Consultants to execute territory business plans and sales strategies.
  • Conduct proactive outbound sales calls to retirement plan advisors, consultants, and other retirement-focused professionals.
  • Identify and qualify new business opportunities across the defined contribution marketplace.
  • Provide consultative support to 401(k) advisors on Invesco investment capabilities and retirement solutions.
  • Coordinate meetings, follow-up activities, and territory management initiatives on behalf of the external sales team.
  • Utilize CRM tools to document activity, track pipeline progress, and support business development efforts.
  • Requirements of the Role:
  • Must possess FINRA Series 7 and Series 63 licenses or obtain them within 90 days of hire.
  • Candidates holding equivalent securities licenses and registrations will also be considered.
  • This role is ideal for a retirement professional who combines investment knowledge, consultative selling skills, and a passion for helping advisors deliver better retirement outcomes for plan participants.
  • Full Time / Part Time
  • Job Exempt (Yes / No)
  • Workplace Model
  • Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office.
  • This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other's growth and development.
  • The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role.

Visa & Work Authorization

  • ard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status
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This listing is sourced directly from Invesco's careers page and normalized into a canonical job model.