Divisional Internal Retirement Plan Counselor
Capital Group•Indianapolis, IN
13d•$79,194 - $126,710
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
- You will 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
- Benefits
- Company-funded retirement contribution (15% of your eligible earnings)
- Generous time-away
- Health benefits
- Flexible work options
- 2-for-1 matching gifts for your charitable contributions
- Opportunity to secure annual grants for the organizations you love
- On-demand professional development resources
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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
