Retirement Plan Solutions Consultant: Drive Plans
capgroup
An application made for this job — a tailored resume and cover letter that speak straight to the posting.
Benefits offered by this job
Job summary
Capital Group is seeking a Retirement Contribution Consultant in Southern California. You will provide specialized internal consultation to retirement-plan‑heavy advisors, sharing thought leadership, investment insights, and guidance to strengthen relationships and develop retirement sales opportunities.
You will identify gaps and propose solutions for plan opportunities, considering pricing, product fit, and territory nuances.
Qualifications
- Must hold the SIE to apply.
- Series 7 & 66 required or obtainable.
Responsibilities
- Provide specialized internal retirement-plan consultation to advisors and consultants.
- Share thought leadership, investment insights, and guidance to strengthen relationships and develop opportunities.
- Cultivate new relationships and build pipelines for retirement plan opportunities.
Skills
Job description
Capital Group is seeking a Retirement Contribution Consultant in Southern California. You will provide specialized internal consultation to retirement-plan‑heavy advisors, sharing thought leadership, investment insights, and guidance to strengthen relationships and develop retirement sales opportunities.
You will identify gaps and propose solutions for plan opportunities, considering pricing, product fit, and territory nuances.
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