SMA Sales Consultant

2 days ago


Atlanta, Georgia, United States Capital Group Full time
About the Role

We are seeking an experienced SMA Sales Specialist to join our team at Capital Group. As a key member of our sales team, you will be responsible for delivering point of sale expertise in representing Capital Group/American Funds' SMA strategies to financial advisors.

Key Responsibilities
  • Identify and prioritize high-opportunity zones and coverage frequency within the territory.
  • Act as an SMA sales and investment resource for sales force members in their territories.
  • Serve as an SMA sales consultant for division management and internal/external sales force members.
  • Participate in SMA sales and investment training and development programs.
  • Coordinate with division and national sales management to represent SMA across various venues.
  • Work with internal and external sales force management to establish a schedule and syllabus for site-based SMA training.
  • Be an SMA business intelligence resource for division sales management and internal/external sales force.
Requirements
  • 5-7 years of SMA experience, preferably in a selling role.
  • CFA, CIMA, or CFP strongly preferred.
  • Excellent verbal and presentation skills.
  • Strong analytical skills and ability to analyze opportunities/issues and recommend business solutions.
  • Strong training or leadership background.
  • A focus on achievement and drive to take initiative while demonstrating sound business judgment.
  • The ability to develop, prioritize, and implement best practices.
  • A leadership style that is open, approachable, and informing.
What We Offer

In addition to a highly competitive base salary, you will be eligible for applicable sales bonuses, Capital's annual profitability bonus, and a retirement plan where Capital contributes 15% of your eligible earnings.

We are an equal opportunity employer, which means we comply with all federal, state, and local laws that prohibit discrimination when making all decisions about employment.


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