Div Internal Retirement Plan Counselor
Posted on: 24 Jan 2024
San Antonio, TX
Job Description
“I can succeed as a Divisional Internal Retirement Plan Counselor at Capital Group.”
As a Divisional Internal Retirement Plan Counselor, you will manage the presale coordination and entire retirement business process for your assigned division of Capital Group proprietary retirement plans. You will partner with your territory teams to develop and implement a business plan and strategy for the division and ensure there is alignment with Capital Group business objectives.
“I am the person Capital Group is looking for.”
You will promote CG retirement solutions to advisors via phone once a retirement plan opportunity is identified
You will provide division support in coordination with your assigned territory teams and are responsible for a subset of the retirement plan pipeline
You will need to have or complete the FINRA Security Industry Essentials (SIE), Series 7, and 63.
Capital Group
Los Angeles, CA
Company Overview:
Founded in 1931, Capital Group is one of the world’s largest and most trusted investment management companies and home to the American Funds. We manage more than US$1.7 trillion in assets, and our 7,500 associates make our clients their first priority every day. When we do our job right, millions of investors around the world fulfill their dreams and financial goals, from home ownership and higher education, to a comfortable retirement. Our long-term investment results and outstanding service set us apart from our competitors, while our workplace sets us apart from other employers.
OUR CORE BELIEFS
We believe a financial goal is more than a number to your clients. It may represent a new home, a small business, a comfortable retirement or a college education. To help your clients go from dreaming to doing, we have four core beliefs that are central to their investing success.
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IndustryBanking/Financial Services
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No. of Employees7,500+
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Website
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Jobs Posted213
