Divisional Retirement Plan Counselor - England

As one of our Divisional Retirement Plan Counselors, you will work closely with the Retirement Plan Counselor to 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 will work directly with financial advisors in building retirement plan sales momentum.

Key responsibilities include delivering motivational and informative presentations, setting goals, measuring performance, applying consultative skills to sell through financial intermediaries, and collaborating with senior sales force members to identify opportunities for better Plan Sponsor and investor outcomes. Approximately 60% of your time will be spent engaging your Financial Advisors, Consultants, Third‑Party Administrators, and Plan Sponsors in person, and 40% virtually.

Territory: New England

• 5+ years of financial services sales experience
• Proven experience in third‑party distribution, broad knowledge of the mutual fund business and retirement plan sales, and demonstrated ability to build long‑term relationships
• Track record of sales success in Retirement Plan Sales
• Ability to leverage technological resources to create custom analysis
• Skilled communicator with sales experience in the registered investment advisor space
• Well‑versed in synthesizing information and presenting it in a distilled manner
• Series 6 or 7 (or willingness 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

• Enjoy generous time‑away and health benefits from day one, with flexible work options
• Receive 2‑for‑1 matching gifts for charitable contributions and eligibility for annual grants to chosen charities
• Access on‑demand professional development resources to hone existing skills and learn new ones

Capital Group is required by state specific laws to include the salary for this role when hiring a resident in applicable locations. The base salary for this role is $121,000 – $152,000, plus applicable bonuses. Additional benefits include a standard benefits package including paid time off, medical, dental and retirement. Eligible employees may also participate in a discretionary annual incentive program and receive Capital’s annual profitability bonus and a retirement plan with 15% company contribution.

Final date to receive applications: 6/22/26

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. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.