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Relation Specialist - National Accounts
Indianapolis, IN
Job Description
"I can succeed as a Relationship Specialist-National Accounts at Capital Group."
As a Relationship Specialist-National Accounts, you will play a critical role by partnering with the strategic account team to develop and implement business plans for key intermediaries with specific focus on retirement plan products and services.
"I am the person Capital Group is looking for."
Indianapolis Base Salary Range: $91,047-$145,675
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.
You can learn more about our compensation and benefits here .
* Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.
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.
As a Relationship Specialist-National Accounts, you will play a critical role by partnering with the strategic account team to develop and implement business plans for key intermediaries with specific focus on retirement plan products and services.
"I am the person Capital Group is looking for."
- You will partner closely with the Relationship Manager to build and maintain relationships with firms by developing & executing business plans.
- You will proactively engage clients and deliver resources including access & education on practice management, Mindshare, PracticeLab, PC Services, ECS, Product Specialists, Investment Professionals etc.
- You will represent Capital Group by meeting with home office contacts virtually and in person by traveling to conferences, workshops, and offices.
- You will identify opportunities to provide business solutions through interactions with NACG's strategic clients & develop plans to address client needs.
- You will identify opportunities to promote internal initiatives from American Funds Distribution (AFD) sales, marketing, and support groups.
- You demonstrate working knowledge of compliance/regulatory requirements.
- You will serve as a point of contact regarding service, support, and education both internally at Capital Group and externally with your firms.
- You will increase Capital Groups exposure with firms by securing workshops, sales desk trainings, webinars, and regional meetings.
- You are skilled in developing sales ideas and marketing concepts from data provided by our partnered firms.
- You can maintain multiple documents, websites and contacts both internally and externally.
- You have a bachelor's degree.
- You must hold and or obtain within the first 90 days of employment the SIE, Series 7, 63/65, or 66
Indianapolis Base Salary Range: $91,047-$145,675
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.
You can learn more about our compensation and benefits here .
* Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.
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.
Job Summary
Company
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
Bachelor's Degree
Required Experience
Open
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