Internal Retirement Plan Counselor

Posted:
9/11/2024, 12:33:12 AM

Location(s):
San Antonio, Texas, United States ⋅ Texas, United States

Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior

Field(s):
Sales & Account Management

“I can succeed as an Internal Retirement Plan Counselor at Capital Group.” 

 

As one of our Internal Retirement Plan Counselors, you’ll play a critical role in helping investors save for retirement. You’re motivated by setting goals and measuring your performance against them. You’ll collaborate with peers in the field and financial advisors to identify new opportunities for American Funds. Together, you’ll develop and execute critical territory coverage. 

 

You’re well-versed in synthesizing information and presenting it in a distilled manner. By making personalized outbound calls, you’ll initiate sales and present compelling solutions to promote American Funds and our proprietary recordkeeping solutions. 

 

“I am the person Capital Group is looking for.” 

 

  • You have a bachelor’s degree. 

  • You are well spoken and upbeat with sales experience. 

  • You thrive in team settings. You ask great questions, bounce ideas off others and proactively share your perspective. 

  • You have an interest in developing an in-depth understanding of the defined contribution marketplace. 

  • You will need to have or complete the FINRA Security Industry Essentials (SIE), Series 7, and 63. 

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San Antonio Base Salary Range: $75,980-$121,568

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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.

* Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.


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.