Strategic Platform Consultant - Indiana & Chicago

Capital Group•Scottsdale, AZ

1d•$150 - $200

About The Position

“I can be myself at work.” You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. “I can influence my income.” You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses. “I can lead a full life.” You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success. Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love Access on-demand professional development resources that allow you to hone existing skills and learn new ones “I can succeed as a Strategic Platform Consultant at Capital Group.” As a Strategic Platform Consultant, you will be a key sales contributor responsible for educating, training, and motivating financial intermediaries to drive asset growth and retention for Capital Group. This role partners closely with internal stakeholders, applies a consultative and challenger-based sales approach, and leverages data, relationships, and strategic planning to deliver results across an assigned territory. Territory: Indiana & Chicago “I am the person Capital Group is looking for.”

Requirements

Series 7 & 63

Nice To Haves

RICP Designation (Preferred but not required)
CFP Designation (Preferred but not required)

Responsibilities

Drives sales results by cultivating strategic partnerships with financial intermediaries, including TAMP, Insurance, and division leadership
Acts as a versatile “utility player,” coordinating with sales leaders and associates to capitalize on high-growth opportunities
Apply consultative and challenger sales techniques to identify intermediary needs, introduce innovative solutions, and clearly articulate NACG’s competitive value
Collaborates cross-functionally with Wealth Management, Strategic Relationship Group, and Insurance teams to deliver aligned sales outcomes
Develops and executes data-driven business plans that support sales growth, asset retention, and territory optimization
Builds strong internal and external relationships, identifies cross-selling opportunities, and fosters collaboration across divisions
Demonstrates a commitment to continuous improvement through ongoing skills development, sales effectiveness refinement, and required licensing