Capital Group · 7 hours ago
Divisional Internal Retirement Plan Counselor
Indianapolis, IN
Full-time
Onsite
Mid Level
$79K/yr - $127K/yrCapital Group is committed to fostering a strong sense of belonging in a respectful workplace. As a Divisional Internal Retirement Plan Counselor, you will manage the presale coordination and entire retirement business process for your assigned division, promoting retirement solutions and supporting territory teams in alignment with business objectives.
Financial Services
Responsibilities
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
Qualification
Required
You will need to have or complete the FINRA Security Industry Essentials (SIE), Series 7, 63, and 66 (or equivalent)
Benefits
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
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.
Company
Capital Group
Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.
Founded in 1931Los Angeles, CA, US
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Mike Gitlin
President & CEO
Canise Arredondo (she/her/hers)
Chief Financial Officer
Recent News
2024-05-06
2024-04-17
2024-02-27
Company data provided by crunchbase