Divisional Retirement Plan Counselor - New England

I can be myself at work.

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.

I can influence my income.

• 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.
• 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 the Divisional Retirement Plan Counselor at Capital Group

• You’ll work closely with the Retirement Plan Counselor to help drive sales initiatives in the Retirement Plan Sales market, identifying firm and firm representatives’ needs and coordinating efforts to serve those needs.
• You will be responsible for educating, training and motivating financial advisers and other financial intermediaries within a sales division to raise and retain assets for Capital Group.
• You’ll work directly with financial advisors in an effort to build retirement plan sales momentum.
• You excel at delivering motivational and informative presentations.
• You’re motivated by setting goals and measuring your performance against them.
• You apply a consultative skillset to sell through financial intermediaries and work collaboratively with other senior sales force members to identify opportunities for better Plan Sponsor and investor outcomes.
• You enjoy traveling and will spend a significant amount of time on the road.
• Approximately 60% of your time will be spent engaging your Financial Advisors, Consultants, Third-Party Administrators, and Plan Sponsors in person and 40% virtually.

Qualifications

• 5+ years of financial services sales experience.
• Proven experience in third party distribution, a broad knowledge of the mutual fund business and retirement plan sales.
• The demonstrated ability to build long-term relationships.
• A proven track of sales success in Retirement Plan Sales.
• The ability to leverage technological resources to create custom analysis.
• A skilled communicator and have sales experience in the registered investment advisor space.
• Well-versed in synthesizing information and presenting it in a distilled manner.
• The following licenses: Series 6 or 7 (or willing to obtain Series 7) and Series 63/65 or 66 as well as one or more of the following designations AIF, AIFA, PPC, CIMA, and CFA.

Benefits

• Base salary range for this role is $121,000 - $152,000 + applicable bonuses.
• Specific pricing for the role may vary within the above range based on many factors including, candidate experience, and skills.
• Roles may also be eligible for additional compensation and/or benefits.
• Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.
• Employees are eligible for standard benefits package including paid time off, medical, dental and retirement.

Apply Now

If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.

Learn More About Capital Group

• We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment.
• We offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers.
• We know that our history is a testament to the strength of the people we hire.
• More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day.