Regional Retirement Plan Counselor
About The Position
As a Regional Retirement Plan Counselor (RRPC), you are a key member of a Retirement Plan (RP) Territory Team, advancing retirement plan growth within a defined territory in support of North American Client Group (NACG) goals. Partnering closely with Retirement Plan Consultants (RPCs), Divisional RPCs (DRPCs), Internal RPCs (IRPCs), and other stakeholders, you help deliver coordinated, consultative coverage to financial advisors. You are accountable for assigned offices and contribute to sales results, plan activity, and opportunity development through primarily virtual engagement and targeted in‑person interactions. Working within an integrated team model, you support territory planning, align messaging and priorities, and deliver research‑driven guidance on Capital Group retirement and investment solutions to help advisors better serve plan sponsors and participants.
Requirements
- Strong retirement plan expertise and ability to apply it effectively in a team-based coverage model.
- Strong understanding of investment selection, asset allocation, and portfolio construction, and ability to apply these concepts to retirement plan discussions in an advisor-facing environment.
- Solid working knowledge of retirement plan terminology and the retirement marketplace, including ERISA requirements and advisor-sold investment-only (IO) platforms.
- Comfort using technology to support analysis, virtual meetings, web conferences, and advisor presentations.
- Strong communication, relationship-building, and consultative selling skills.
- Ability to engage advisors through phone, video, web, and in-person meetings based on coverage strategy and advisor preference.
- Highly collaborative and able to work effectively with RPCs, DRPCs, IRPCs, and other partners to deliver consistent messaging and coordinated execution across the territory.
- Hold a bachelor’s degree.
- Must hold a SIE, Series 7, and Series 63/65 or 66.
Nice To Haves
- Preferred preference for one or more professional designations: AIF, AIFA, PPC, CIMA, CFA (or progress toward designation)
Responsibilities
- Advance retirement plan growth within a defined territory in support of North American Client Group (NACG) goals.
- Deliver coordinated, consultative coverage to financial advisors in partnership with RPCs, DRPCs, IRPCs, and other stakeholders.
- Contribute to sales results, plan activity, and opportunity development through primarily virtual engagement and targeted in-person interactions.
- Support territory planning and align messaging and priorities within an integrated team model.
- Deliver research-driven guidance on Capital Group retirement and investment solutions to help advisors better serve plan sponsors and participants.
Benefits
- Competitive salary
- Bonuses
- Company-funded retirement contribution (factors in salary and variable pay, including bonuses)
- Generous time-away benefits from day one
- Health benefits from day one
- Opportunity for flexible work options
- 2-for-1 matching gifts for charitable contributions
- Opportunity to secure annual grants for charitable organizations
- Access on-demand professional development resources
- Individual annual performance bonus
- Capital's annual profitability bonus
- Retirement plan where Capital contributes 15% of eligible earnings
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
