Experience:
5+ years of experience
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Employment Type:
Full time
Posted:
7/19/2017
Job Category:
Sales
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American Funds Advisor Education National Speaker
Capital Group | Los Angeles, California
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Job Description

Req ID:  10386
Experience Level: Director 
Other Location(s): Atlanta (GA); Carmel (IN); Chicago (IL); Hampton Roads (VA); Irvine (CA); Long Beach (CA); Los Angeles (CA); Los Angeles West (CA); N/A; New York (NY); Reno (NV); San Antonio (TX); San Francisco (CA); Toronto (CAN); Washington D.C. (DC)  
Relocation offered: No
Travel required: d. Up to 100%

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.

Our Advisor Education Team provides value added practice management teaching and mentorship to top advisors and those who lead them. Our goals are to create access and opportunity for Capital Group’s sales forces.  We do so by meeting with advisors in a variety of settings including: our Advisor Forum program, Broker dealer top producer meetings, National conferences like Barron’s top 100, FPA, RIIA and sales force led regional advisor, complex and office meetings.  We are committed to recruiting top talent to our team with expertise in creating and delivering content that supports diversity and inclusion and the positive impacts it has in the financial industry.  This will support Capital Group’s continued efforts to be a great place to work and deliver value to our clients.


As an Advisor Education National Speaker, who is field based, your ability to demonstrate learning agility will be key for this position.  It will require integration of our Diversity and Inclusions (D&I) initiatives into all activities.  The collaboration with internal partners to develop strategies will lead to optimized D&I content that will be shared through the distribution channels.  This D&I emphasis will set the tone as you travel to meet, teach and mentor our top financial advisors and those who lead them, in key areas of their practice such as behavioral portfolio management, goals based investing, retirement income expertise and more. Additionally you will participate with our Advisor education and marketing teams, in development of the programs we deliver. 


You will enjoy contributing in a team setting, have experience as a wholesaler or retirement plan consultant and are highly accomplished public speaker/presenters. 


Responsibilities

  • Develop, through research and collaboration, world class curriculum on D&I topics then work to disseminate and integrate this knowledge through your presentations to ensure content and solutions are available for all of our diverse investors.
  • Deliver presentations to top financial advisors
  • Development of presentation content that is customized based on client environments, delivery system model and other operating characteristics.
  • Travel with sales force members (Sales development managers, wholesalers and retirement plan consultants)
  • Responsible for identifying trends and new areas of opportunity to retain & grow Capital Group assets, and deepening client relationships. You will use your passion, insight and motivation to work in partnership with financial advisors and build the path to an enhanced client experience while driving asset development.
  • Contribution to the positive working environment of the Advisor education team

Qualifications: 

  • Minimum 10 years in the financial services industry 
  • Significant experience and success as a wholesaler or retirement plan consultant 
  • Extraordinary communication and presentation skills including the ability to deliver persuasive, concise and well-organized presentations and messages
  • Experience speaking about  D&I topics and initiatives 
  • Team contributor that is insightful; innovative; articulate; organized; high energy; and exhibits a drive for results.
  • Creative and able to contribute to the development of practice management content
  • Sensitive to the diverse needs of others and are passionate about providing solutions
  • Ability to travel extensively collaborating with our clients and customers regularly
  • Undergraduate degree or master’s degree
  • NASD series 7 and 63 securities licenses required

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. 

About Capital Group

Internet Capital Group, Inc. (ICG) is focused on acquiring and building Internet software and services companies. During the year ended December 31, 2008, the Company hold ownership interests in 14 companies that are considered to be the partner companies. The results for the operation of the partner companies are reported in two business segments: the core reporting segment and the other holdings reporting segment. The core reporting segment includes those partner companies in which ICG's management takes a role in providing direction and management assistance. The other holdings reporting segment includes partner companies over which the Company have less influence, because they are public companies and/or have a relatively small ownership stake in those partner companies. (Source: 10-K)

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