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Internal Retirement Plan Counselor

Internal Retirement Plan Counselor

CompanyCapital Group
LocationSan Antonio, TX, USA
Salary$79019 – $126430
TypeFull-Time
DegreesBachelor’s
Experience LevelEntry Level/New Grad, Junior

Requirements

  • 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 will need to have or complete the FINRA Security Industry Essentials (SIE), Series 7, and 66.

Responsibilities

  • Help investors save for retirement.
  • Collaborate with peers in the field and financial advisors to identify new opportunities for American Funds.
  • Develop and execute critical territory coverage.
  • Make personalized outbound calls to initiate sales and present compelling solutions to promote American Funds and proprietary recordkeeping solutions.

Preferred Qualifications

    No preferred qualifications provided.