Senior Retirement Income Specialist

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Date: Mar 14, 2019

Location: Los Angeles, CA, US, 90071

Company: Capital Group

Req ID:  22341
Experience Level: Director 
Other Location(s): Los Angeles (CA); New York (NY)  
Relocation offered: Yes
Travel required: b. Up to 50%

Come grow with us

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.

Within Capital Group, North American Distribution oversees sales and distribution across various client groups including: individual investors, retirement plans and institutional clients.  Our efforts are focused on positioning Capital Group as the active investment manager of choice and providing superior service, sales and marketing experience while broadening our business.

 

The Retirement Income Strategy team leads the development and delivery of insurer wholesaler and financial advisor-targeted content, presentations and whitepapers that articulates the value of mutual funds and variable annuity guarantees in client portfolios.  The Senior Strategist Retirement Income is responsible for partnering with insurance, institutional and wealth management sales force members to develop new and strengthen existing relationships. He/she will deliver retirement income expertise and thought leadership regarding the value of integrating insurance guarantees and mutual funds to achieve better client outcomes, as well as convey CG’s retirement income thought leadership to sophisticated external clients and prospects.  Additionally, the Senior Strategist will demonstrate full and complete knowledge of Capital’s retirement income product offerings, investment solutions and economic outlook and will serve as a subject matter expert to internal product and business development teams.


Responsibilities:

  • Works collaboratively and travels with sales force members to provide retirement income expertise and grow sales. 
  • Serves as a specialized resource that our sales force can leverage to deepen relationships with their best retirement income clients and prospects.
  • Supports sales force in selling Capital’s entire insurance and retirement income product line
  • Delivers Capital’s retirement thought leadership to audiences of various sizes in one-on-one meetings and at industry conferences and client events.
  • Participates in development efforts for Capital’s retirement income products.
  • Provides real-time voice of the customer in go-to-market strategy development.
  • Acts as the conduit for information between the retirement income marketplace, Capital’s business leaders and the sales force.

 

Qualifications:

  • Minimum of 10 years’ experience in a retirement sector client-facing role and a financial services industry and retirement income expert.  
  • In-depth understanding of the variable annuity industry, the historic and current state construct of guaranteed withdrawal benefit design, variable annuity accumulation and decumulation strategies, and the use and unique characteristics of fixed, index and variable annuities in an investor’s overall portfolio.
  • An accomplished public speaker capable of successfully delivering intellectual capital content to various audiences with a high degree of credibility (large or small insurer meetings, industry and association conferences, broker/dealer events and one-on-one meetings).  
  • Highly motivated and self-sufficient, with strong time management skills.
  • Demonstrated effective written and oral communication skills with a diverse group of associates, senior business leaders, and external contacts.
  • Bachelor’s Degree (relevant field of study); advanced degree, CFP or CFA, ASA or FSA, CLU or ChFC.

Company Overview:
Founded in 1931, Capital Group is one of the world’s largest and most trusted investment management companies and home to the American Funds. We manage more than US$1.39 trillion in assets, and our 7,500 associates make our clients their first priority every day. When we do our job right, millions of investors around the world fulfill their dreams and financial goals, from home ownership and higher education, to a comfortable retirement. Our long-term investment results and outstanding service set us apart from our competitors, while our workplace sets us apart from other employers. 

 

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, 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, assault or stalking or any other characteristic protected by federal, state or local law. 


Nearest Major Market: Los Angeles

Job Segment: Business Development, Sales