Retirement Plan Specialist

Capital Group•Los Angeles, CA

2d•$80,098 - $128,157•Remote

About The Position

As a Retirement Plan Specialist, you’ll play a critical role in providing sales and technical support for our clients. Your scope will include responding to retirement plan sales and service calls and emails including plan analysis, guidance, proposals, and plan illustrations. You’ll collaborate with financial advisors and internal associates to recommend retirement solutions as well as respond to plan-related questions. You’ll help drive additional sales opportunities by proactively marketing our retirement plan solutions to our customers.

Requirements

Intermediate knowledge of retirement solutions and the mutual fund industry.
A bachelor’s degree in a related field or equivalent work experience.
Accomplished communicator across diverse populations of associates and external clients.
Ability to build strong working relationships and be a team player.
Organized and thrive in a fast-paced, dynamic work environment.
Demonstrate intellectual curiosity, proactively share ideas with others, and possess sound judgment.
Must have or obtain the Securities Industry Essentials (SIE), Series 7, and Series 66 registrations or equivalent.

Responsibilities

Responding to retirement plan sales and service calls and emails including plan analysis, guidance, proposals, and plan illustrations.
Collaborating with financial advisors and internal associates to recommend retirement solutions.
Responding to plan-related questions.
Proactively marketing retirement plan solutions to customers to drive additional sales opportunities.