Internal Retirement Plan Counselor
Listed on 2026-07-03
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Finance & Banking
Financial Sales
Internal Retirement Plan Counselor
Location:
New York.
- Help investors save for retirement.
- Collaborate with peers and financial advisors to identify new opportunities for American Funds.
- Develop and execute critical territory coverage plans.
- Synthesize information and present it in a concise, clear manner.
- Make personalized outbound calls, initiating sales and presenting compelling solutions to promote American Funds and proprietary recordkeeping solutions.
- Bachelor’s degree.
- Sales experience.
- Well‑spoken, upbeat, and thrives in a team setting.
- Excellent question‑asking and collaborative skills.
- Interest in the defined‑contribution marketplace.
- Holds FINRA Security Industry Essentials (SIE) certification.
- Must hold or obtain Series7 and 66 (or equivalent) upon hire.
Base salary range: $105,459 – $168,734. Eligible for an individual annual performance bonus and Capital’s annual profitability bonus. Capital contributes 15% of eligible earnings to a retirement plan. Benefits include health coverage, generous paid time off, flexible work options and charitable gift matching.
Equal Employment Opportunity StatementCapital Group is an equal opportunity employer. We are committed to providing a work environment free of discrimination and harassment. We prohibit 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.
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