Hybrid Vehicle Sales Specialist

Capital Group•Los Angeles, CA

2d•Hybrid

About The Position

As one of our Hybrid Vehicle Sales Specialist, you will be partnering with our sales teams to meet with clients both virtually and in-person to further the sales discussion and act as a subject matter expert on Separately Managed Accounts and Exchange Traded Funds. The Hybrid Vehicle Sales Specialist role will be based in Capital Group’s LA office and also require 60-75% travel. You will be responsible for delivering point of sale expertise in representing Capital Group/American Funds’ SMA and ETF strategies to financial advisors.

Requirements

3-5 years of internal or hybrid wholesaling experience
ETF/SMA experience
Strong communication skills
Strong analytical skills
Strong problem-solving skills
SIE, Series 7 & 66 required

Nice To Haves

CFA, CIMA, CETF, or CFP preferred

Responsibilities

Serve as the primary point of contact for Regional Sales Office and Hybrid Sales teams, driving advisor meeting coordination and expanding ETF/SMA adoption.
Lead internal and external communication and education initiatives on CG’s tax-efficient vehicles, ensuring sales teams are well-equipped with product knowledge.
Represent CG’s tax-efficient business at conferences, firm events, and internal programs in partnership with broader sales teams.
Act as the voice of the field, partnering with Product and Marketing teams to deliver insights and support new material development.