Defined Contribution Retirement Consultant

Capital Group • Los Angeles, CA

1d

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.

Requirements

• Hold your SIE to apply and either hold/obtain Series, 7 & 66

Responsibilities

• 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.

Benefits

• Competitive salary, bonuses and benefits
• Company-funded retirement contribution will factor in salary and variable pay, including bonuses.
• Generous time-away and health benefits from day one, with the opportunity for flexible work options
• Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
• Access on-demand professional development resources that allow you to hone existing skills and learn new ones
• Individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed