Internal Retirement Plan Counselor

“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.

• You’ll receive a competitive salary, bonuses and benefits.
• 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
• In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

“I can succeed as an Internal Retirement Plan Counselor at Capital Group.” As one of our Internal Retirement Plan Counselors, you’ll play a critical role in helping investors save for retirement. You’re motivated by setting goals and measuring your performance against them. You’ll collaborate with peers in the field and financial advisors to identify new opportunities for American Funds. Together, you’ll develop and execute critical territory coverage.

You’re well‑versed in synthesizing information and presenting it in a distilled manner. By making personalized outbound calls, you’ll initiate sales and present compelling solutions to promote American Funds and our proprietary record‑keeping solutions.

“I am the person Capital Group is looking for.” 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 must hold the FINRA Security Industry Essentials (SIE) in order to apply.

You must hold or obtain the Series 7, and 66 (or equivalent) upon hire.

“I can apply in less than 4 minutes.” You’ve reviewed this job posting and you’re ready to start the candidate journey with us.

“I can learn more about Capital Group.” At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal is to improve people’s lives through successful investing. We know that our history is a…