Internal Retirement Plan Consultant

7 days ago


San Antonio, Texas, United States Capital Group Full time
Unlock Your Potential as an Internal Retirement Plan Counselor

At Capital Group, we're seeking a motivated and results-driven individual to join our team as an Internal Retirement Plan Counselor. As a key player in helping investors save for retirement, you'll collaborate with peers and financial advisors to identify new opportunities for American Funds.

Key Responsibilities:

  • Develop and execute critical territory coverage to promote American Funds and our proprietary recordkeeping solutions.
  • Make personalized outbound calls to initiate sales and present compelling solutions to investors.
  • Work closely with the team to synthesize information and present it in a distilled manner.
  • Stay up-to-date with industry trends and developments in the defined contribution marketplace.
  • Meet the necessary licensing requirements, including the FINRA Security Industry Essentials (SIE), Series 7, and 63.

Requirements:

  • Bachelor's degree.
  • Well-spoken and upbeat with sales experience.
  • Thrives in team settings, asking great questions and sharing perspectives.
  • Interest in developing an in-depth understanding of the defined contribution marketplace.

What We Offer:

  • Competitive base salary range: $75,980-$121,568.
  • Eligibility for an individual annual performance bonus and Capital's annual profitability bonus.
  • Retirement plan with Capital contributing 15% of eligible earnings.

We are an equal opportunity employer, committed to diversity and inclusion. Our policies prohibit unlawful discrimination based on various protected characteristics.



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