Internal Retirement Plan Counselor
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
- Thrive in team settings
- Ask great questions, bounce ideas off others and proactively share your perspective.
- Interest in developing an in-depth understanding of the defined contribution marketplace.
- Hold the FINRA Security Industry Essentials (SIE) in order to apply.
- Hold or obtain the Series 7, and 66 (or equivalent) upon hire.
Nice To Haves
- Well spoken and upbeat
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.
Benefits
- Competitive salary
- Bonuses
- Company-funded retirement contribution
- Generous time-away benefits
- Health benefits
- Flexible work options
- 2-for-1 matching gifts for charitable contributions
- Annual grants for charitable organizations
- On-demand professional development resources
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
