Capital Group Companies

Internal Retirement Plan Counselor

Capital Group Companies

3500 Wiseman Blvd, San Antonio, TX 78251, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

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.

Where is this job?
This job is located at 3500 Wiseman Blvd, San Antonio, TX 78251, USA
Job Qualifications
  • 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.

Required Skills
  • Presentation skills

  • Record Keeping Skills

  • Time Management Skills

  • Analytical skills (data driven)

  • Excel skills

Soft Skills
  • Process Improvement

  • Results Oriented

  • Verbal communication

  • Detail Oriented

  • written communication

  • Problem Solving Skills

  • Flexibility/Adaptability

  • Multi tasker

Compensation

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.

Additional Information
Capital Group Companies is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMay 2nd, 2022
Apply BeforeJune 21st, 2025
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About Capital Group Companies

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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