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Divisional Internal Retirement Plan Counselor
Divisional Internal Retirement Plan CounselorCapital Group • Indianapolis
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Divisional Internal Retirement Plan Counselor

Divisional Internal Retirement Plan Counselor

Capital Group • Indianapolis
30+ days ago
Job type
  • Full-time
Job description

“I can be myself at work.”

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.

We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

“I can influence my income.”

You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.

“I can lead a full life.”

You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success.

  • Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options

  • Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love

  • Access on-demand professional development resources that allow you to hone existing skills and learn new ones

“I can succeed as a Divisional Internal Retirement Plan Counselor at Capital Group.”

As a Divisional Internal Retirement Plan Counselor, you will manage the presale coordination and entire retirement business process for your assigned division of Capital Group proprietary retirement plans. You will partner with your territory teams to develop and implement a business plan and strategy for the division and ensure there is alignment with Capital Group business objectives.

I am the person Capital Group is looking for.”

  • You will promote CG retirement solutions to advisors via phone once a retirement plan opportunity is identified

  • You will provide division support in coordination with your assigned territory teams and are responsible for a subset of the retirement plan pipeline

  • You will need to have or complete the FINRA Security Industry Essentials (SIE), Series 7, 63, and 66 (or equivalent).

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Divisional Internal Retirement Plan Counselor • Indianapolis

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