Defined Contribution Retirement Consultant

Capital Group•Los Angeles, CA

4d•Hybrid

About The Position

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. 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.

Requirements

Must hold your SIE to apply
Must hold/obtain Series 7 & 66

Nice To Haves

Well-versed in synthesizing information and presenting it in a distilled manner.

Responsibilities

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.
Initiate sales and present compelling solutions to promote American Funds and the placement of our investments within fund menus.
Provide specialized internal consultation to retirement‑plan–heavy advisors, sharing thought leadership, investment insights, and guidance that strengthens relationships and develops retirement sales opportunities.
Identify gaps and develop solutions for plan opportunities, considering pricing, product fit, competitive dynamics, and territory nuances.
Cultivate new relationships with assigned prospects, building strong pipelines that drive future retirement plan opportunities.
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.
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.
Stay current on retirement industry trends and resources, analyzing potential impacts on territory teams and incorporating new insights, offerings, or products into advisor discussions.
Advance opportunities toward point‑of‑sale outcomes, driving Capital Group placement within new or existing retirement plans.