Retirement Plan Specialist: Growth-Oriented Client Advisor

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

Benefits offered by this job

Generous time-off

2-for-1 matching gifts

Professional development resources

Job summary

Capital Group in Los Angeles seeks a Retirement Plan Specialist to provide sales and technical support for retirement plans, respond to plan questions, and collaborate with financial advisors to recommend solutions. You’ll help drive additional sales opportunities by marketing plan options to clients.

We offer a competitive base salary, annual bonuses, and a retirement plan with a 15% company contribution, plus generous benefits and career development opportunities.

Qualifications

• Bachelor's degree in a related field or equivalent work experience.
• Experience in retirement or mutual fund industry preferred.
• Strong communication and relationship-building skills.

Responsibilities

• Provide sales and technical support for retirement plans.
• Respond to plan analysis, guidance, proposals, and illustrations.
• Collaborate with financial advisors and internal associates to recommend retirement solutions.
• Identify opportunities to generate additional sales through plan marketing.

Skills

Retirement solutions knowledge

Communication across diverse cohorts

Team collaboration

Sales support

Education

Bachelor's degree or equivalent

Job description

Capital Group in Los Angeles seeks a Retirement Plan Specialist to provide sales and technical support for retirement plans, respond to plan questions, and collaborate with financial advisors to recommend solutions. You’ll help drive additional sales opportunities by marketing plan options to clients.

We offer a competitive base salary, annual bonuses, and a retirement plan with a 15% company contribution, plus generous benefits and career development opportunities.