Internal Wealth Specialist
| Company | Capital Group |
|---|---|
| Location | San Antonio, TX, USA |
| Salary | $79019 – $126430 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry 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, while asking great questions and bouncing ideas off others. You are proactive in sharing your perspective on relevant topics to the team
- You have interest in developing an in-depth understanding of investment concepts
- Note: You must hold and/or obtain within the first 90 days of employment the series 7 & 66 license(s).
Responsibilities
- Play a critical role in deepening relationships and identifying areas of opportunities with financial advisors to implement Capital Group solutions
- Collaborate with geographic territory teams and financial advisors to identify new opportunities for our investment suite of products
- Develop and execute critical territory coverage
- Make personalized outbound calls to initiate sales ideas and present compelling solutions to promote Capital Group solutions and raise assets.
Preferred Qualifications
-
No preferred qualifications provided.