DC Retirement Solutions Consultant
124 CCG CCG
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Job summary
Capital Group in Chicago is seeking a Defined Contribution Retirement Consultant who will collaborate with Retirement Plan Counselors and financial advisors to identify opportunities, present solutions, and drive retirement plan sales.
You will serve as a subject‑matter expert for advisors, build pipelines, and articulate the role of American Funds within plan lineups, while leveraging market insights and delivering presentations to professionals.
Qualifications
- SIE certification required to apply.
- Series 7 and 66 preferred or obtained.
Responsibilities
- Identify retirement plan opportunities and present solutions to plan sponsors.
- Collaborate with Retirement Plan Counselors and financial advisors to develop pipelines.
- Serve as a subject‑matter expert for advisors, explaining American Funds within plan lineups.
Job description
Capital Group in Chicago is seeking a Defined Contribution Retirement Consultant who will collaborate with Retirement Plan Counselors and financial advisors to identify opportunities, present solutions, and drive retirement plan sales.
You will serve as a subject‑matter expert for advisors, build pipelines, and articulate the role of American Funds within plan lineups, while leveraging market insights and delivering presentations to professionals.
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