Internal Wealth Specialist
Core
Build and maintain relationships with financial professionals to implement Capital Group solutions and drive sales in the territory.
Role type
Internal Wealth Specialist (Sales)
Builds
Investment suite products for financial advisors and their clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
sales, relationship building, product knowledge, capital markets, portfolio construction, practice management, retirement planning, Salesforce, business intelligence analysis, strategic planning, campaign execution, industry trend analysis
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 and schedule meetings; provide insights on products and markets; maintain accurate records of client interactions and pipeline; analyze territory business intelligence; collaborate with marketing and product teams; stay current on industry trends and regulatory changes
Seniority
Entry-level to Mid-level, individual contributor