Internal Wealth Specialist

Capital Group•New York, NY

10d•$105,459 - $168,734•Hybrid

About The Position

Capital Group’s Regional Sales Office (RSO) is comprised of over 300 associates, and is the dynamic, collaborative hub that drives sales, operations, and innovation. Home to our talented internal wholesaling teams, the RSO is rooted in a 93-year tradition of excellence and delivers personalized solutions through building long-term, consultative partnerships with our clients and each other. 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

A sales-focused mentality, goal-oriented.
At least one year of sales experience in the financial services industry.
Expert communicator, with strong interpersonal skills and a proven ability to build relationships with colleagues and external clients.
Exceptional organizational skills, time management and detail-oriented with the ability to multi-task.
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.
Continuous learner, with an understanding of investment concepts and products, and keen interest in staying abreast of market trends and insights.
Self-starter who can work with autonomy.
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.