Internal Wealth Specialist

Internal Wealth Specialist – Regional Sales Office As an Internal Wealth Specialist, you will be responsible for building and maintaining strong relationships with financial professionals in your assigned territory and identifying opportunities to implement Capital Group solutions. Responsibilities Partner with external wholesalers to develop and execute territory sales plans. Conduct outbound calls to financial advisors to promote products, generate leads, and schedule meetings. Provide insights on products, capital markets, portfolio construction, practice management, retirement landscape and follow-up to advisors. Maintain accurate records of client interactions, pipeline management and sales activities in Salesforce. Analyze territory business intelligence, including advisor engagement, and contribute to strategic planning. Collaborate with marketing and product teams to deliver targeted campaigns and messaging. Stay current on industry trends, messaging, competitor offerings, and regulatory changes. Qualifications Sales-focused mentality, goal-oriented, with at least one year of sales experience in the financial services industry. Exceptional communication, interpersonal, and relationship-building skills. Strong organizational skills, time management, detail-oriented, and ability to multi-task. Collaborative, thrives in team settings, partnering with Capital Group sales teams and financial advisors. Continuous learner with understanding of investment concepts and products, keen interest in market trends and insights. Self-starter capable of working autonomously. Registration requirement: must hold the SIE; Series 6 or 7 strongly preferred; Series 7 & 66 licenses to be obtained after hiring if not already held. Benefits Competitive base salary (New York: $105,459–$168,734) plus individual annual performance bonus, Capital’s annual profitability bonus, and a retirement plan with a 15% company contribution of eligible earnings. Additional benefits include flexible work options, 2‑for‑1 matching charitable gifts, and on‑demand professional development resources. Equal Employment Opportunity We are an equal opportunity employer and comply with all federal, state, and local laws that prohibit discrimination. 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 or assault or stalking, or any other characteristic protected by law. #J-18808-Ljbffr 124 CCG CCG