Internal Wealth Specialist
Core
Building and maintaining relationships with financial professionals to implement Capital Group solutions and drive sales in the territory.
Role type
Internal Wealth Specialist (Sales)
Builds
Sales pipeline and client relationships for investment products
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
sales experience, relationship building, product knowledge, data analysis, strategic planning, regulatory awareness
Preferred skills
Series 6 or 7 license, investment concepts understanding
Technologies
Salesforce
Responsibilities
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.
Seniority
Individual Contributor