What are the responsibilities and job description for the Internal Retirement Plan Counselor position at Capital Group?
“I can succeed as an Internal Retirement Plan Counselor at Capital Group.”
As one of our Internal Retirement Plan Counselors, you’ll play a critical role in helping investors save for retirement. You’re motivated by setting goals and measuring your performance against them. You’ll collaborate with peers in the field and financial advisors to identify new opportunities for American Funds. Together, you’ll develop and execute critical territory coverage.
You’re well-versed in synthesizing information and presenting it in a distilled manner. By making personalized outbound calls, you’ll initiate sales and present compelling solutions to promote American Funds and our proprietary recordkeeping solutions.
“I am the person Capital Group is looking for.”
San Antonio Base Salary Range: $79,019-$126,430
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
You can learn more about our compensation and benefits here.
As one of our Internal Retirement Plan Counselors, you’ll play a critical role in helping investors save for retirement. You’re motivated by setting goals and measuring your performance against them. You’ll collaborate with peers in the field and financial advisors to identify new opportunities for American Funds. Together, you’ll develop and execute critical territory coverage.
You’re well-versed in synthesizing information and presenting it in a distilled manner. By making personalized outbound calls, you’ll initiate sales and present compelling solutions to promote American Funds and our proprietary recordkeeping solutions.
“I am the person Capital Group is looking for.”
- You have a bachelor’s degree.
- You are well spoken and upbeat with sales experience.
- You thrive in team settings. You ask great questions, bounce ideas off others and proactively share your perspective.
- You have an interest in developing an in-depth understanding of the defined contribution marketplace.
- You must have the FINRA Security Industry Essentials (SIE), Series 7, and 66.
San Antonio Base Salary Range: $79,019-$126,430
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
You can learn more about our compensation and benefits here.
- Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.
Salary : $79,019 - $126,430
