Internal Retirement Plan Counselor

Capital Group•Los Angeles, CA

16h•Remote

About The Position

As one of our Internal Retirement Plan Counselors, you’ll play a critical role in helping investors save for retirement. You’re motivated by setting goals and measuring your performance against them. You’ll collaborate with peers in the field and financial advisors to identify new opportunities for American Funds. Together, you’ll develop and execute critical territory coverage. You’re well-versed in synthesizing information and presenting it in a distilled manner. By making personalized outbound calls, you’ll initiate sales and present compelling solutions to promote American Funds and our proprietary recordkeeping solutions.

Requirements

Bachelor's degree
Sales experience
FINRA Security Industry Essentials (SIE) certification
Must hold or obtain the Series 7, and 66 (or equivalent) upon hire.
Well spoken and upbeat
Interest in developing an in-depth understanding of the defined contribution marketplace

Nice To Haves

Thrive in team settings
Ask great questions, bounce ideas off others and proactively share your perspective

Responsibilities

Collaborate with peers in the field and financial advisors to identify new opportunities for American Funds.
Develop and execute critical territory coverage.
Make personalized outbound calls to initiate sales.
Present compelling solutions to promote American Funds and proprietary recordkeeping solutions.