Divisional Internal Retirement Plan Counselor

Capital Group • Indianapolis, IN

11d

About The Position

As a Divisional Internal Retirement Plan Counselor, you will manage the presale coordination and entire retirement business process for your assigned division of Capital Group proprietary retirement plans. You will partner with your territory teams to develop and implement a business plan and strategy for the division and ensure there is alignment with Capital Group business objectives.

Requirements

• Need to have or complete the FINRA Security Industry Essentials (SIE), Series 7, 63, and 66 (or equivalent).

Responsibilities

• Promote CG retirement solutions to advisors via phone once a retirement plan opportunity is identified
• Provide division support in coordination with your assigned territory teams and are responsible for a subset of the retirement plan pipeline

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
• Number of Employees: 5,001-10,000 employees