
Internal Retirement Plan Counselor
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 Retirement Plan Counselors 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 recordkeeping solutions.
2+ years of related experience
Well spoken and upbeat with sales experience.
Interest in developing an in-depth understanding of the defined contribution marketplace.
Need to have or complete the FINRA Security Industry Essentials (SIE), Series 7, and 63.
Presentation skills
Record Keeping Skills
Time Management Skills
Analytical skills (data driven)
Excel skills
Process Improvement
Results Oriented
Verbal communication
Detail Oriented
written communication
Problem Solving Skills
Flexibility/Adaptability
Multi tasker
According to JobzMall, the average salary range for a Internal Retirement Plan Counselor in 3500 Wiseman Blvd, San Antonio, TX 78251, USA is $65,000 to $90,000 per year. This salary range may vary based on a number of factors such as experience, qualifications, location, and employer.
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Capital Group is an American financial services company. It ranks among the world's oldest and largest investment management organizations, with $1.87 trillion in assets under management.

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