Description
Capital Group is a financial services company that was founded in Los Angeles, California in 1931. It ranks among the world’s largest and most successful investment management organizations, with nearly $2.7 trillion in assets under management* and more than 8,000 employees†. Our goal is to improve people’s lives through successful investing. We focus on active management and provide a range of products and services that help investors reach their long-term financial goals.
Capital Group’s Regional Sales Office (RSO) is comprised of over 300 associates, and is the dynamic, collaborative hub that drives sales, operations, and innovation. Home our talented internal wholesaling teams, the RSO is rooted in a 93-year tradition of excellence and delivers personalized solutions through building long-term, consultative partnerships with our clients and each other.
“I can succeed as an Internal Wealth Specialists at Capital Group.”
As one of our Internal Wealth Specialists, you will be responsible for building and maintaining strong relationships with financial professionals in your assigned territory and identifying opportunities to implement Capital Group solutions. You will conduct complex sales calls with advisors and work closely with the Wealth Management Consultant (external wholesaler) to drive sales in the territory.
Day to day, you will:
- Partner with external wholesalers to develop and execute territory sales plans.
- Conduct outbound calls to financial advisors to promote products, generate leads, and schedule meetings.
- Provide insights on products, capital markets, portfolio construction, practice management, retirement landscape and follow-up to advisors.
- Maintain accurate records of client interactions, pipeline management and sales activities in Salesforce.
- Analyze territory business intelligence, including advisor engagement, and contribute to strategic planning.
- Collaborate with marketing and product teams to deliver targeted campaigns and messaging.
- Stay current on industry trends, messaging, competitor offerings, and regulatory changes.
Requirements
“I am the person Capital Group is looking for.”
- You have a sales-focused mentality, are goal-oriented, and possess at least one year of sales experience in the financial services industry.
- You are an expert communicator, with strong interpersonal skills and a proven ability to build relationships with colleagues and external clients.
- You possess exceptional organizational skills, time management and detail-oriented with the ability to multi-task.
- You are collaborative and thrive in team settings, partnering actively with Capital Group sales teams and financial advisors to identify new opportunities for our investment suite of products.
- You are a continuous learner, with an understanding of investment concepts and products, and keen interest in staying abreast of market trends and insights.
- You are a self-starter who can work with autonomy.
Registration Requirements:
- You must hold the SIE to apply. Series 6 or 7 are strongly preferred at time of application.
- If not already held, you must obtain the Series 7 license & 66 licenses after being hired.
Hybrid Work Schedule: Our teams work in the office four days per week, Monday through Thursday.
Compensation: 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.
