Job Description & How to Apply Below
## Divisional Retirement Plan Counselor - New England Apply locations:
Regional time type:
Full time posted on:
Posted Yesterday time left to apply:
End Date:
June 23, 2026 (19 days left to apply) job requisition :
JR6710**“I can be myself at work.”
** You are more than a job title. 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. At Capital, we live our core values every day:
Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. **“I can influence my income.”
** You want to feel recognized r 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. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, 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”
** As one of our Divisional Retirement Plan Counselors, 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.
** Territory:
New England****“I am the person Capital Group is looking for.”
*** You have 5+ years of financial services sales experience.
* You have proven experience in third party distribution, a broad knowledge of the mutual fund business and retirement plan sales, and the demonstrated ability to build long-term relationships.
* You have a proven track of sales success in Retirement Plan Sales.
* You know how to leverage technological resources to create custom analysis.
* You are a skilled communicator and have sales experience in the registered investment advisor space.
* You’re well-versed in synthesizing information and presenting it in a distilled manner.
* You have 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.
** Final date to receive applications: 6/22/26
*** Capital Group is required by state specific laws to include the salary for this role when hiring a resident in applicable…
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