Divisional Retirement Plan Counselor - Chicago, Iowa, Wisconsin, Minnesota & Dakotas

Position Overview

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.

Chicago, Iowa, Wisconsin, Minnesota & Dakotas

• 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.

• 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.

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 range for this role is $121,000 – $152,000 plus applicable bonuses. Specific pricing for the role may vary within the above range based on many factors including, but not limited to, 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. In addition, employees are eligible for a standard benefits package including paid time off, medical, dental and retirement.

Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.

Final date to receive applications: 6/22/2026

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.