The Capital Group Companies, Inc

Internal Retirement Plan Counselor

Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree required.
  • Sales experience with a positive and engaging demeanor.
  • Strong team player, collaborative and proactive in sharing ideas.
  • Desire to learn about the defined contribution marketplace.
  • Must hold FINRA Security Industry Essentials (SIE) certification.
  • Required to obtain Series 7 and 66 (or equivalent) upon hire.

Responsibilities

  • Support investors in saving for retirement through personalized communication.
  • Collaborate with colleagues and financial advisors to identify opportunities.
  • Develop and execute coverage strategies within assigned territories.
  • Initiate sales through personalized outbound calls to clients.
  • Present tailored solutions promoting American Funds and recordkeeping options.

Benefits

  • Individual annual performance bonus based on personal achievements.
  • Capital’s annual profitability bonus for eligible employees.
  • Retirement plan contribution of 15% of eligible earnings.
  • Opportunity to apply in a quick and efficient manner.
Full Job Description

“I can succeed as an Internal Retirement Plan Counselor at Capital Group. 

  

As one of our Internal Retirement Plan Counselors, you’ll play a critical role in helping investors save for retirement. You’re motivated by setting goals and measuring your performance against them. You’ll collaborate with peers in the field and financial advisors to identify new opportunities for American Funds. Together, you’ll develop and execute critical territory coverage. 

  

You’re well-versed in synthesizing information and presenting it in a distilled manner. By making personalized outbound calls, you’ll initiate sales and present compelling solutions to promote American Funds and our proprietary recordkeeping solutions. 

  

“I am the person Capital Group is looking for.” 

  • You have a bachelor’s degree. 

  • You are well spoken and upbeat with sales experience. 

  • You thrive in team settings. You ask great questions, bounce ideas off others and proactively share your perspective. 

  • You have an interest in developing an in-depth understanding of the defined contribution marketplace. 

  • You must hold the FINRA Security Industry Essentials (SIE) in order to apply.

  • You must hold or obtain the Series 7, and 66 (or equivalent) upon hire.

    “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.  

      

    Southern California Base Salary Range: $99,484-$159,174

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    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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