Not specified (assumed to be flexible based on the company culture and benefits).
Bachelor's degree required
Finra sie certification mandatory
Series 7 and series 66 licenses required
Capital Group is seeking an Internal Retirement Plan Counselor in Southern California to help investors save for retirement. The role requires a blend of sales experience and strong communication skills, with a focus on teamwork and goal-oriented performance
Job Summary
You will play a critical role in helping investors save for retirement by initiating sales through personalized outbound calls.
The company offers a competitive salary range of $99,484-$159,174 plus an individual annual performance bonus and a 15% company-funded retirement contribution.
Capital Group fosters a culture of belonging with diverse perspectives, generous time-off, and flexible work options from day one.
Matching Summary
Match Score: 85
Capital Group is seeking an Internal Retirement Plan Counselor in Southern California to help investors save for retirement. The role requires a blend of sales experience and strong communication skills, with a focus on teamwork and goal-oriented performance.
Salary
Base: $99,484-$159,174; Bonus/Equity: Individual annual performance bonus plus profitability bonus; Benefits: 15% company retirement contribution, health benefits, 2-for-1 matching gifts
Skills & Requirements
Must-have
Bachelor's degree required
FINRA SIE certification mandatory
Series 7 and Series 66 licenses required
Sales experience in finance
Outbound calling for sales
Nice-to-have
Upbeat and well-spoken demeanor
Interest in defined contribution marketplace
Ability to synthesize complex information
Team-oriented collaborative mindset
Proactive perspective sharing
Key Requirements
Bachelor's degree
FINRA Security Industry Essentials (SIE) license
Series 7 license (must hold or obtain upon hire)
Series 66 license (or equivalent) (must hold or obtain upon hire)