Internal Wealth Specialist
Core
Building and maintaining strong relationships with financial professionals to implement Capital Group solutions and drive sales in the territory.
Role type
Internal Wealth Specialist (Sales)
Builds
Capital Group investment suite products for financial advisors
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
sales, relationship building, financial services industry knowledge, product insights, data analysis, Salesforce proficiency, strategic planning
Preferred skills
Series 7 license, Series 6 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 and generate leads; Provide insights on products, capital markets, and portfolio construction; Maintain accurate records of client interactions and pipeline management; Analyze territory business intelligence; Collaborate with marketing and product teams.
Seniority
Individual Contributor, Entry to Mid-level