Defined Contribution Retirement Consultant (Hybrid)

The Capital Group; Chicago (IL); Presencial; USD 117.000 - 188.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Generous time-away and health benefits

2-for-1 matching gifts and annual plan

On-demand professional development

Descripción de la vacante

Capital Group is hiring a Defined Contribution Retirement Consultant in Chicago to help investors save for retirement. You will collaborate with retirement plan counselors and financial advisors to identify opportunities, synthesize information, and present compelling solutions to promote American Funds.

You will be a subject‑matter expert, build strong advisor relationships, and drive opportunities toward successful plan placements with a focus on long‑term outcomes and growth.

Formación

• Hold your SIE to apply and either hold or obtain Series 7 & 66.
• You will initiate sales and present compelling solutions to promote American Funds.

Responsabilidades

• Provide specialized internal consultation to retirement-plan heavy advisors, sharing thought leadership and investment insights.
• Identify gaps and develop plan opportunities considering pricing, product fit and territory nuances.
• Cultivate new relationships with assigned prospects, building strong pipelines for retirement plan opportunities.
• Serve as a subject‑matter expert for advisors and consultants, addressing questions about retirement plans and fund lineups.
• Represent Capital Group at industry events, conferences, webinars and calls, delivering presentations to advisors and financial professionals.
• Stay current on retirement industry trends and incorporate new insights into advisor discussions.
• Advance opportunities toward point‑of‑sale outcomes and Capital Group placement within retirement plans.

Conocimientos

SIE license

Series 7

Series 66

Sales

Public speaking

Descripción del empleo

Capital Group is hiring a Defined Contribution Retirement Consultant in Chicago to help investors save for retirement. You will collaborate with retirement plan counselors and financial advisors to identify opportunities, synthesize information, and present compelling solutions to promote American Funds.

You will be a subject‑matter expert, build strong advisor relationships, and drive opportunities toward successful plan placements with a focus on long‑term outcomes and growth.