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Internal Wealth Specialist at Capital Group

Compensation

$99,484 – $159,174/yr

Setup
Hybrid
Location
Los Angeles, California
Type
Full-time
Level
Entry-level

Description

Capital Group is seeking an Internal Wealth Specialist to build and maintain relationships with financial professionals, identify implementation opportunities for Capital Group solutions, and drive sales in their assigned territory. The role involves conducting complex sales calls, developing and executing sales plans, promoting products, generating leads, scheduling meetings, providing product insights, maintaining client interaction records, analyzing business intelligence, collaborating with marketing teams, and staying current on industry trends.

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