Strategic Platform Consultant - Orange County & La

Capital Group

Orange County, 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

Job Summary

  • As a Strategic Platform Consultant, you will be a key sales contributor responsible for educating, training, and motivating financial intermediaries.
  • You’ll receive a competitive salary, bonuses and benefits, including generous time-away and health benefits from day one.
  • Capital Group values diverse perspectives and fosters a strong sense of belonging in a respectful workplace.

Matching Summary

As a Strategic Platform Consultant, you will be a key sales contributor responsible for educating, training, and motivating financial intermediaries.

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 relationship-building skills
  • Cultural diversity appreciation

Key Requirements

  • RICP or CFP designation preferred
  • Series 7 & 63 required
  • Experience in sales growth and asset retention

Work Rights

Not specified

Tailored Resume

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