Hybrid Vehicle Sales Specialist

Capital Group•Los Angeles, CA

3d•Hybrid

About The Position

At Capital Group, we are seeking a Hybrid Vehicle Sales Specialist to partner with our sales teams. This role involves meeting with clients both virtually and in-person to advance sales discussions and serve as a subject matter expert on Separately Managed Accounts (SMAs) and Exchange Traded Funds (ETFs). The position is based in Capital Group’s LA office and requires 60-75% travel. The Hybrid Vehicle Sales Specialist 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.
Must hold a SIE, Series 7 & 66.

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.