Internal Wealth Specialist

Capital Group•Los Angeles, CA

6d•$99,484 - $159,174

About The Position

As one of our Internal Wealth Specialists, you will be responsible for building and maintaining strong relationships with financial professionals in your assigned territory and identifying opportunities to implement Capital Group solutions. You will conduct complex sales calls with advisors and work closely with the Wealth Management Consultant (external wholesaler) to drive sales in the territory.

Requirements

You have a sales-focused mentality, are goal-oriented, and possess at least one year of sales experience in the financial services industry.
You are an expert communicator, with strong interpersonal skills and a proven ability to build relationships with colleagues and external clients.
You possess exceptional organizational skills, time management and detail-oriented with the ability to multi-task.
You are collaborative and thrive in team settings, partnering actively with Capital Group sales teams and financial advisors to identify new opportunities for our investment suite of products.
You are a continuous learner, with an understanding of investment concepts and products, and keen interest in staying abreast of market trends and insights.
You are a self-starter who can work with autonomy.
You must hold the SIE to apply.
Series 6 or 7 are strongly preferred at time of application.
If not already held, you must obtain the Series 7 license & 66 licenses after being hired.

Responsibilities

Partner with external wholesalers to develop and execute territory sales plans.
Conduct outbound calls to financial advisors to promote products, generate leads, and schedule meetings.
Provide insights on products, capital markets, portfolio construction, practice management, retirement landscape and follow-up to advisors.
Maintain accurate records of client interactions, pipeline management and sales activities in Salesforce.
Analyze territory business intelligence, including advisor engagement, and contribute to strategic planning.
Collaborate with marketing and product teams to deliver targeted campaigns and messaging.
Stay current on industry trends, messaging, competitor offerings, and regulatory changes.