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Internal Wholesaler
Capital Group | San Antonio, Texas
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Job Description

Req ID:  1367
Experience Level: Professional 
Relocation offered: Yes
Travel required: a. Up to 25%

The Internal Wholesaler plays a key role within North American Distribution (NAD) for Capital Group, Home of the American Funds. In partnership with the external wholesaler, the internal wholesaler is responsible for developing and maintaining existing relationships, as well as identifying and acquiring new business within their territory to meet sales goals. Paid training is provided to develop and enhance industry and product knowledge in order to effectively communicate and build credibility with financial advisers. The Internal Wholesaler is responsible for raising and retaining assets within a geographic territory by making proactive phone calls to financial advisers to share sales ideas, provide product information, gather marketing data and offer sales support. The Internal Wholesaler develops and maintains relationships with existing financial advisers in order to sell American Funds products, which include mutual funds and annuities - as well as identify new sales opportunities. The Internal Wholesaler is additionally responsible for developing and implementing a business plan and sales strategy with the external wholesaler. Additional responsibilities include delivering effective presentations to promote American Funds products, services and competitive advantages.

Hiring Criteria:

  • At least two years of sales/marketing experience
  • Excellent communication and presentation skills
  • Excellent listening and probing skills
  • Strong time management and organizational skills
  • Ability to thrive in a challenging and collaborative sales environment
  • Experience in the financial or investment management industry preferred
  • NASD Series 6 and 63 licenses desired
  • Bachelor's degree preferred

Capital Group is a leading global investment management firm with more than 7,000 associates on five continents. Our organization manages US$1 trillion in assets for our clients. We're the home of American Funds, one of the largest mutual fund families in the U.S., with more than 54 million investor accounts.

Clients around the world trust our organization to guard and grow their hard-earned assets, and each associate plays a critical role in our mission to provide superior investment results and service. It's satisfying to know that our work helps individuals reach their financial goals-saving for retirement, a child's education or to start a business. 
An investment management organization of our size and scope requires talented individuals with diverse skills and backgrounds. 

Our Company is an Equal Employment Opportunity Employer.


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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