The Capital Group Companies, Inc

Internal Retirement Plan Counselor

The Capital Group Companies, Inc$105K — $168K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required
  • Sales experience with a positive demeanor
  • Ability to thrive in team environments and collaborate proactively
  • Desire to understand the defined contribution marketplace
  • FINRA Security Industry Essentials (SIE) license mandatory
  • Must hold or obtain Series 7 and 66 licenses upon hire

Responsibilities

  • Help investors save for retirement through personalized outreach
  • Collaborate with financial advisors and peers to identify opportunities
  • Develop and execute territory coverage strategies
  • Deliver compelling presentations on solutions
  • Initiate sales calls to promote American Funds and recordkeeping solutions

Benefits

  • Individual annual performance bonus eligibility
  • Annual profitability bonus opportunity
  • Retirement plan with 15% employer contribution
  • Supportive company culture fostering career growth
  • Access to a community of over 9,000 associates globally
Full Job Description

“I can succeed as an Internal Retirement Plan Counselorat Capital Group.”

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

Youre well-versed in synthesizing information and presenting it in a distilled manner. By making personalized outbound calls, youll 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 bachelors 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.”

Youve reviewed this job posting and youre ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isnt what youre 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. Thats 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 peoples 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.

New York Base Salary Range: $105,459-$168,734

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 Capitals 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.


Similar Jobs

More Jobs at The Capital Group Companies, Inc

More Finance & Insurance Jobs

Find similar Internal Retirement Plan Counselor jobs: