Retirement Plan Counselor - Western Michigan, Northern Indiana

Discover your potential. Build your legacy.

Go the distance with Capital Group

At Capital Group, we go the distance — for our people, our clients, and each other. As a global, privately held firm with more than 95 years of history, we believe meaningful careers, like meaningful investing, are built over the long term. That’s why we invest in our associates with the same conviction we bring to our clients — through career growth, purpose-driven work, whole-person wellness, and rewards that recognize your contributions.

Here, you’ll find the opportunity, global scale and support to unlock your potential and build a career that lasts.

“I can succeed as the Retirement Plan Counselor”

As one of our Retirement Plan Counselors, you’ll lead sales initiatives in the Retirement Plan Sales market, identifying firm and firm representatives’ needs and coordinating efforts to serve those needs.  You’ll partner with Wealth Management Wholesalers to manage Capital Client Group (American Funds Distributions) presence, relationships, and drive business results with key brokerage firm representatives.

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.

Territory : Western Michigan, Northern Indiana

“I am the person Capital Group is looking for.”

You have a broad knowledge and proven track record of sales success in the mutual fund business and retirement plan sales, and the demonstrated ability to build long-term relationships.

You know how to leverage technological resources to create custom analysis.

You are an excellent communicator and have significant sales experience in the registered investment advisor space.

You’re well-versed in synthesizing information and presenting it in a distilled manner.

You must have a series 7, 63, and 66 licenses or equivalent, as well as one or more of the following designations AIF, AIFA, PPC, CIMA, and CFA.

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 for this role is $75,000 + applicable sales commissions and bonuses. Specific pricing for the role may vary within the above range based on many factors including, 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 standard benefits package including paid time off, medical, dental and retirement.

What you’ll get

When you go the distance for our clients, we go the distance for you. You’ll grow through mentoring, leadership programs and tuition reimbursement, and do work that matters at a firm managing $3T+ in AUM for millions of investors worldwide. We invest in your whole life too – with comprehensive wellness and mental health support, family-first benefits, competitive pay with performance and profitability bonuses and a company-funded retirement plan.

And as a privately held firm built for the long term, we offer the opportunity and support to build a career that lasts.

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In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here .

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

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.

Want to learn more? Visit careers.capitalgroup.com .

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