Strategic Platform Consultant - Northern Ca

Capital Group

Northern California, US
Base: $150-200k; bonus/equity: applicable sales bo...
Sales experience with financial intermediaries
Consultative sales approach
Data-driven business planning
As a Strategic Platform Consultant, you will be a key sales contributor responsible for educating, training, and motivating financial intermediaries to drive asset growth and retention for Capital Group

Job Summary

  • As a Strategic Platform Consultant, you will be a key sales contributor responsible for educating, training, and motivating financial intermediaries to drive asset growth and retention for Capital Group.
  • You’ll receive a competitive salary, bonuses and benefits, along with generous time-away and health benefits from day one.
  • Capital Group is committed to fostering a strong sense of belonging in a respectful workplace, valuing diverse perspectives and experiences.

Matching Summary

As a Strategic Platform Consultant, you will be a key sales contributor responsible for educating, training, and motivating financial intermediaries to drive asset growth and retention for Capital Group.

Salary

Base: $150-200K; Bonus/Equity: applicable sales bonuses; Benefits: standard benefits package including paid time off, medical, dental and retirement

Skills & Requirements

Must-have

  • Sales experience with financial intermediaries
  • Consultative sales approach
  • Data-driven business planning

Nice-to-have

  • Commitment to continuous improvement
  • Strong internal and external relationships
  • Ability to foster collaboration

Key Requirements

  • RICP or CFP designation preferred
  • Series 7 & 63 licensing required

Work Rights

Not specified

Tailored Resume

Cover Letter