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Div Internal Retirement Plan Counselor

Capital Group
retirement plan
United States, Indiana, Indianapolis
September 19, 2023
"I can succeed as a Divisional Internal Retirement Plan Counselor at Capital Group."

As a Divisional Internal Retirement Plan Counselor, you will manage the presale coordination and entire retirement business process for your assigned division of Capital Group proprietary retirement plans. You will partner with your territory teams to develop and implement a business plan and strategy for the division and ensure there is alignment with Capital Group business objectives.

" I am the person Capital Group is looking for."

  • You will promote CG retirement solutions to advisors via phone once a retirement plan opportunity is identified.
  • You will provide division support in coordination with your division and territory teams that are responsible for a subset of the retirement plan pipeline.
  • You will serve as a resource to internal associates on technical retirement plan questions and deliver training.
  • You will need to have or complete the FINRA Security Industry Essentials (SIE), Series 7, and 63.

*Deadline to apply: 10/2/2023*

San Antonio Base Salary Range: $65,783-$105,253

Indianapolis Base Salary Range: $70,070-$112,112

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here .

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.
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