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Retirement Plan Internal Wholesaler
Ref No.: 18-15770
Location: Indianapolis, Indiana
As a Retirement Plan Internal Wholesaler, you will play a critical role on the Internal Sales and Support team focusing on developing and maintaining relationships, in partnership with the External Retirement Plan Wholesaler, with existing financial professionals in order to sell American Funds products.
  • Proactively make outbound sales calls and plan analysis to manage presale coordination and entire sales process from proposal to resolution.
  • Assist Financial Professionals in reviewing proposals, positioning products and determining the best approach to closing sales opportunities, including developing strategies for Point of Sale (POS) meetings.
  • Schedule field associates at both POS and key office/adviser meetings.
  • Act as a technical and educational resource to the divisional business unit and other related areas as needed.
  • 3+ years experience in sales or marketing and distributing qualified retirement plans, including 401(k), PSP, MMP and ERISA sponsored 403(b).
  • Ability to deliver consultative sales skills and an ability to handle objections.
  • Team player with strong interpersonal communication and sales skills that can thrive in a challenging and collaborative sales environment.
  • Excellent verbal and written communication and presentation skills, including experience presenting in front of groups.
  • Demonstrates high level of time management, organizational skills, and attention to detail with integrity and ownership of work.
  • Client Series 6 and 63 licenses desired.
  • Bachelor's degree or RP industry accreditation (ASPPA) preferred.
More Information About the Job
Is Relocation Available?
Yes, nationwide

Is there a bonus structure?

Are you open to sponsorship?

This position is:

Is there a possibility to work remote?

Is there equity?

Are there flexible work hours?

Does this position have direct reports?

Who does this position report to?
***We are looking to fill TWO of these roles both in Indianapolis*** Inside Sales Manager

What are the 3-4 non-negotiable requirements on this position?
3+ yrs of 401k sales experience Communication and presentation skills Willingness to relocation to Indianapolis, Indiana

What are the nice-to-have skills?
Client Series 6 & 63 ASPAA RPF1 & RPF2 or QKA Certification

What is exciting about this opportunity? Please use this section to describe team and company culture.
At Capital Group, how we work is defined by shared values that include absolute integrity, respect and collaboration. But it's more than that. It's smart and highly driven people united in purpose to serve our investors and one another. Bring your energy and unique perspective to Capital and you'll have the opportunity to grow with us professionally, personally, and financially. You'll be part of a team that genuinely cares about helping you succeed. You'll work alongside talented colleagues, many of whom build long careers while progressing through multiple roles, establishing lifelong friendships and making a difference in our communities. In return for your contributions, you'll receive premier compensation and benefits, and a company-funded retirement plan that ranks among the most generous.