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Internal Retirement Plan Counselor

AT Capital Group
Capital Group

Internal Retirement Plan Counselor

Indianapolis, IN

"I can succeed as an Internal Retirement Plan Counselor at Capital Group."

As one of our Internal Retirement Plan Counselors, you'll play a critical role in helping investors save for retirement. You're motivated by setting goals and measuring your performance against them. You'll collaborate with peers in the field and financial advisors to identify new opportunities for American Funds. Together, you'll develop and execute critical territory coverage.

You're well-versed in synthesizing information and presenting it in a distilled manner. By making personalized outbound calls, you'll initiate sales and present compelling solutions to promote American Funds and our proprietary recordkeeping solutions.

"I am the person Capital Group is looking for."

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  • You have a bachelor's degree.
  • You are well spoken and upbeat with sales experience.
  • You thrive in team settings. You ask great questions, bounce ideas off others and proactively share your perspective.
  • You have an interest in developing an in-depth understanding of the defined contribution marketplace.
  • You will need to have or complete the FINRA Security Industry Essentials (SIE), Series 7, and 66.

Internal posting closes on 1/2/2025.

Indianapolis Base Salary Range: $84,168-$134,669

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.

You can learn more about our compensation and benefits here.

* Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

Client-provided location(s): Indianapolis, IN, USA
Job ID: Capital_Group-JR4355
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Health Reimbursement Account
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • HSA
    • Fitness Subsidies
    • Mental Health Benefits
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • On-site/Nearby Childcare
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • Snacks
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • Pension
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)
    • Founder led