Capital Companies Group · 22 hours ago
Divisional Internal Retirement Plan Counselor
Indianapolis, IN
Full-time
Onsite
Mid Level
$79K/yr - $127K/yrCapital Group Companies is dedicated to fostering a culture of belonging and respect. As a Divisional Internal Retirement Plan Counselor, you will manage the presale coordination and entire retirement business process for your assigned division, partnering with territory teams to align with business objectives and promote retirement solutions to advisors.
AdviceFinancial ServicesReal Estate
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
Individual annual performance bonus
Capital’s annual profitability bonus
Retirement plan where Capital contributes 15% of your eligible earnings
Generous time-away and health benefits from day one
Flexible work options
2-for-1 matching gifts for your charitable contributions
Annual grants for the organizations you love
On-demand professional development resources
Company
Capital Companies Group
Capital Companies Group is a company based out of 1110Brickell Ave, Miami, Florida, United States.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase