Qualifications
Responsibilities
Benefits
“I can succeed as a Defined Contribution Retirement Consultant at Capital Group.”
As one of our Defined Contribution Retirement Consultants, you’ll play a critical role in helping investors save for retirement. You are motivated by setting goals and measuring your performance against them. You’ll collaborate with Retirement Plan Counselors in the field and financial advisors and consultants that specialize in the Defined Contribution marketplace to identify new opportunities for Capital Group.
You’re well-versed in synthesizing information and presenting it in a distilled manner. You’ll initiate sales and present compelling solutions to promote American Funds and the placement of our investments within fund menus.
“I am the person Capital Group is looking for.”
You provide specialized internal consultation to retirement‑plan–heavy advisors, sharing thought leadership, investment insights, and guidance that strengthens relationships and develops retirement sales opportunities.
You identify gaps and develop solutions for plan opportunities, considering pricing, product fit, competitive dynamics, and territory nuances.
You cultivate new relationships with assigned prospects, building strong pipelines that drive future retirement plan opportunities.
You serve as a subject‑matter expert for advisors and consultants, addressing questions and objections related to retirement plans and the role of American Funds within plan lineups, while uncovering additional opportunities.
You represent the American Funds Client Group at industry events, participating in conferences, hosting webinars and calls, and delivering presentations to advisors and financial professionals virtually and in-person.
You stay current on retirement industry trends and resources, analyzing potential impacts on territory teams and incorporating new insights, offerings, or products into advisor discussions.
You advance opportunities toward point‑of‑sale outcomes, driving Capital Group placement within new or existing retirement plans.
You must hold your SIE to apply and either hold/obtain Series, 7 & 66
“I can apply in less than 4 minutes.”
You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.
“I can learn more about Capital Group.”
At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.
Southern California Base Salary Range: $125,909-$201,454
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
You can learn more about our compensation and benefits here.
* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.
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