Defined Contribution Retirement Consultant
Core
Help investors save for retirement by providing specialized internal consultation to retirement-plan-heavy advisors and driving Capital Group placement within new or existing retirement plans.
Role type
Defined Contribution Retirement Consultant (Sales/Consulting)
Builds
Retirement plan opportunities and American Funds placements within fund menus
Domain
Financial Services / Defined Contribution / Retirement Planning
Deliverable
client delivery
Required skills
SIE license, Series 7, Series 66, sales presentation, relationship cultivation, industry trend analysis, solution development for plan gaps, objection handling
Preferred skills
experience in Defined Contribution marketplace, ability to synthesize complex information, public speaking for industry events
Technologies
American Funds product suite, industry conference platforms
Responsibilities
Provide specialized internal consultation to retirement-plan-heavy advisors; identify gaps and develop solutions for plan opportunities considering pricing and competitive dynamics; cultivate new relationships with assigned prospects to build pipelines; serve as a subject-matter expert addressing questions on retirement plans and American Funds; represent the American Funds Client Group at industry events, conferences, and webinars; stay current on retirement industry trends and incorporate insights into advisor discussions; advance opportunities toward point-of-sale outcomes.
Seniority
Individual Contributor, Mid-Senior Level