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Internal Retirement Plan Counselor

Learn more about Capital Group
Capital Group

Capital Group

Internal Retirement Plan Counselor

San Antonio, TX
Full Time
Paid
  • Responsibilities

    NOTE: Our recruiting process is 100% virtual, which should help with the logistics of your candidate journey. We have transitioned to a hybrid work model, which means our associates are coming into the office twice a week. You will work directly with your manager to decide what that looks like for you.

    "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 recordkeeping 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 will need to have or complete the FINRA Security Industry Essentials (SIE), Series 7, and 63.

    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.

  • Industry
    Investment Management
  • About Us

    Through nine decades, Capital Group’s goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. Private ownership allows us to keep our eyes on the long term while more than 7,800 associates in 30+ offices around the world help our clients and each other grow and thrive every day.