Retirement Plan Advisor — Drive Client-Centric Solutions

Capital Group; Los Angeles (CA); On-site; USD 80,000 - 128,000; Full time

Benefits offered by this job

Generous time-off & health benefits

2-for-1 matching gifts & annual grants

On-demand professional development

Job summary

Capital Group in Los Angeles is seeking a Retirement Plan Specialist to provide sales and technical support for retirement plans, including plan analyses, proposals and illustrations. You will collaborate with financial advisors and internal associates to recommend retirement solutions and respond to client questions.

You will help drive sales opportunities by proactively marketing our retirement plan solutions and maintaining strong client relationships.

Qualifications

• Knowledge of retirement solutions and mutual funds.
• Bachelor's degree or equivalent experience.
• Strong communication across diverse populations.
• Organized and team-oriented in a fast-paced environment.
• Licenses: SIE, Series 7, Series 66 or equivalent.

Responsibilities

• Provide sales and technical support for retirement plans.
• Respond to plan analyses, proposals and plan illustrations.
• Collaborate with financial advisors and associates to promote retirement solutions.

Skills

Retirement solutions

Mutual funds

Communication

Team player

Organized

Sales aptitude

Education

Bachelor's degree in related field

Tools

SIE

Series 7

Series 66

Job description

Capital Group in Los Angeles is seeking a Retirement Plan Specialist to provide sales and technical support for retirement plans, including plan analyses, proposals and illustrations. You will collaborate with financial advisors and internal associates to recommend retirement solutions and respond to client questions.

You will help drive sales opportunities by proactively marketing our retirement plan solutions and maintaining strong client relationships.