Strategic Defined Contribution Retirement Consultant
Capital-Group-1
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Benefits offered by this job
Job summary
Capital Group is seeking 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, present solutions, and advance opportunities toward sale.
Strong synthesis and communication with advisors are essential. The role emphasizes building pipelines, providing investment guidance on American Funds, and representing Capital Group at events and webinars in-person or
Qualifications
- SIE license to apply and Series 7 & 66 may be required.
- Strong knowledge of defined contribution retirement products and markets.
- Ability to present complex retirement solutions to advisors.
Responsibilities
- Identify gaps and develop retirement plan opportunities for advisors.
- Cultivate and manage a strong sales pipeline for retirement plans.
- Serve as subject-matter expert for advisors and consultants on American Funds.
- Represent Capital Group at industry events, webinars, and client meetings.
Skills
Job description
Capital Group is seeking 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, present solutions, and advance opportunities toward sale.
Strong synthesis and communication with advisors are essential. The role emphasizes building pipelines, providing investment guidance on American Funds, and representing Capital Group at events and webinars in-person or
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