[{"data":1,"prerenderedAt":96},["ShallowReactive",2],{"$fXzmjzJo4ecC_B-oCKN7bgFmB_i-1u2qwLHVmdXpHMNY":3,"$fYvEkCZsGsojuyS3ncFusbO5nq23PtI27EqoUT6xzykQ":29},{"job":4},{"id":5,"applyToken":6,"slug":7,"title":8,"companyname":9,"companylogo":10,"companyIndustry":11,"city":12,"country":13,"remote":14,"employmentType":15,"department":17,"content_html":18,"content_text":19,"years":20,"createdAt":21,"updatedAtISO":22,"postedAtISO":23,"hasSalary":24,"salaryMin":25,"salaryMax":25,"currency":26,"isPaid":14,"schema":27},"da4814253394230fdd12a093d7a4164879c9445a77e73d7377f2b340709a9470","71ed49443fe7c9896c689159eb9ff2489f8637457d560dffff34f2dea9d56d9e","retirement-plan-counselor-philadelphia-and-trenton-nj-at-capital-group-e69560ced7","Retirement Plan Counselor - Philadelphia & Trenton, NJ","Capital Group","https://cdn.jobboardwise.com/logo/capitalgroup.com","Financial Services","Regional","United States",false,[16],"Full-time","Other","\u003Cp>\u003Cb>\u003Cspan>“I can be myself at work.”\u003C/span>\u003C/b>\u003C/p>\u003Cp>\u003Cspan>You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.&nbsp;&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cb>\u003Cspan>“I can influence my income.”&nbsp;\u003C/span>\u003C/b>\u003C/p>\u003Cp>\u003Cspan>&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cb>\u003Cspan>“I can lead a full life.”&nbsp;\u003C/span>\u003C/b>\u003C/p>\u003Cp>\u003Cspan>&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success.&nbsp;\u003C/span>\u003C/p>\u003Cul>\u003Cli>\u003Cp>\u003Cspan>Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options&nbsp;\u003C/span>\u003C/p>\u003C/li>\u003Cli>\u003Cp>\u003Cspan>Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love&nbsp;\u003C/span>\u003C/p>\u003C/li>\u003Cli>\u003Cp>\u003Cspan>Access on-demand professional development resources that allow you to hone existing skills and learn new ones&nbsp;\u003C/span>\u003C/p>\u003C/li>\u003C/ul>\u003Cbr>\u003Cbr>\u003Cp>\u003Cb>“I can succeed as the Retirement Plan Counselor”\u003C/b>\u003C/p>\u003Cp>As one of our Retirement Plan Counselors, you’ll lead sales initiatives in the Retirement Plan Sales market, identifying firm and firm representatives’ needs and coordinating efforts to serve those needs.&nbsp; You’ll partner with Wealth Management Wholesalers to manage Capital Client Group (American Funds Distributions) presence, relationships, and&nbsp;drive&nbsp;business results with key brokerage firm representatives.&nbsp;\u003C/p>\u003Cp>You excel at delivering motivational and informative presentations.&nbsp; You’re motivated by setting goals and measuring your performance against them.&nbsp; You apply a consultative skillset to sell through financial intermediaries and work collaboratively with other senior sales force members to identify opportunities for better Plan Sponsor and investor outcomes.\u003C/p>\u003Cp>\u003Cb>Territory\u003C/b>:  Philadelphia &amp; Trenton, NJ\u003C/p>\u003Cp>\u003Cb>“I am the person Capital Group is looking for.”\u003C/b>\u003C/p>\u003Cul>\u003Cli>You have a broad knowledge and proven track record of sales success in the mutual fund business and retirement plan sales, and the demonstrated ability to build long-term relationships.\u003C/li>\u003Cli>You know how to leverage technological resources to create custom analysis.\u003C/li>\u003Cli>You are an excellent communicator and have significant sales experience in the registered investment advisor space.\u003C/li>\u003Cli>You’re well-versed in synthesizing information and presenting it in a distilled manner.&nbsp;\u003C/li>\u003Cli>You must have&nbsp;a series 7, 63, and 66 licenses or equivalent, as well as&nbsp;one or more of the following&nbsp;designations AIF, AIFA, PPC, CIMA, and CFA.\u003C/li>\u003C/ul>\u003Cp>\u003Ci>Capital Group is required by state specific laws to include the salary for this role when hiring a resident in applicable locations. The base salary for this role is $75,000 + applicable sales commissions and bonuses. Specific pricing for the role may vary within the above range based on many factors including, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement.\u003C/i>\u003Cbr>\u003C/p>\u003Cp>\u003Cb>\u003Cspan>“I can apply in less than 4 minutes.”&nbsp;&nbsp;\u003C/span>\u003C/b>\u003C/p>\u003Cp>\u003Cspan>&nbsp;&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.&nbsp;&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>&nbsp;&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cb>\u003Cspan>“I can learn more about Capital Group.”&nbsp;&nbsp;\u003C/span>\u003C/b>\u003C/p>\u003Cp>\u003Cspan>&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.\u003C/span>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>‎\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>&nbsp;‎&nbsp;\u003C/p>\u003Cp>&nbsp;‎\u003C/p>\u003Cp>&nbsp;‎\u003C/p>\u003Cp>\u003Ci>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.\u003C/i>\u003C/p>\u003Cp>\u003Ci>You can learn more about our compensation and benefits \u003C/i>here\u003Ci>.\u003C/i>\u003C/p>\u003Cp>\u003Ci>* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.\u003C/i>\u003C/p>\u003Cp>\u003Cbr>\u003Ci>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.\u003C/i>\u003C/p>","“I can be myself at work.” You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. “I can influence my income.” You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses. “I can lead a full life.” You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success. Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love Access on-demand professional development resources that allow you to hone existing skills and learn new ones “I can succeed as the Retirement Plan Counselor” As one of our Retirement Plan Counselors, you’ll lead sales initiatives in the Retirement Plan Sales market, identifying firm and firm representatives’ needs and coordinating efforts to serve those needs. You’ll partner with Wealth Management Wholesalers to manage Capital Client Group (American Funds Distributions) presence, relationships, and drive business results with key brokerage firm representatives. You excel at delivering motivational and informative presentations. You’re motivated by setting goals and measuring your performance against them. You apply a consultative skillset to sell through financial intermediaries and work collaboratively with other senior sales force members to identify opportunities for better Plan Sponsor and investor outcomes. Territory : Philadelphia & Trenton, NJ “I am the person Capital Group is looking for.” You have a broad knowledge and proven track record of sales success in the mutual fund business and retirement plan sales, and the demonstrated ability to build long-term relationships. You know how to leverage technological resources to create custom analysis. You are an excellent communicator and have significant sales experience in the registered investment advisor space. You’re well-versed in synthesizing information and presenting it in a distilled manner. You must have a series 7, 63, and 66 licenses or equivalent, as well as one or more of the following designations AIF, AIFA, PPC, CIMA, and CFA. Capital Group is required by state specific laws to include the salary for this role when hiring a resident in applicable locations. The base salary for this role is $75,000 + applicable sales commissions and bonuses. Specific pricing for the role may vary within the above range based on many factors including, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement. “I can apply in less than 4 minutes.” You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community. “I can learn more about Capital Group.” At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor. ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ 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 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.",0,1790350173000,"2026-09-25 17:34:15","Posted Yesterday",true,75000,"USD",{"jsonldValid":14,"jsonld":28},"",{"jobs":30},[31,41,50,59,68,77],{"id":32,"applyToken":33,"slug":34,"title":35,"companyname":9,"companylogo":10,"companyIndustry":11,"city":12,"country":13,"remote":14,"employmentType":36,"department":17,"content_html":37,"content_text":38,"years":20,"createdAt":21,"updatedAtISO":22,"postedAtISO":39,"hasSalary":24,"salaryMin":25,"salaryMax":25,"currency":26,"isPaid":14,"schema":40},"46df76bab5c2732e3147de17074a86ddd6f847fa3f2b69a427e8d1d8d3d72779","de421c2c6e4c4660dc648f033d17f7c7931ac198d074926c15970b401f8777c0","retirement-plan-counselor-atlanta-and-alabama-at-capital-group-b5db08c108","Retirement Plan Counselor - Atlanta & Alabama",[16],"\u003Cp>\u003Cb>\u003Cspan>“I can be myself at work.”\u003C/span>\u003C/b>\u003C/p>\u003Cp>\u003Cspan>You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.&nbsp;&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cb>\u003Cspan>“I can influence my income.”&nbsp;\u003C/span>\u003C/b>\u003C/p>\u003Cp>\u003Cspan>&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cb>\u003Cspan>“I can lead a full life.”&nbsp;\u003C/span>\u003C/b>\u003C/p>\u003Cp>\u003Cspan>&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success.&nbsp;\u003C/span>\u003C/p>\u003Cul>\u003Cli>\u003Cp>\u003Cspan>Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options&nbsp;\u003C/span>\u003C/p>\u003C/li>\u003Cli>\u003Cp>\u003Cspan>Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love&nbsp;\u003C/span>\u003C/p>\u003C/li>\u003Cli>\u003Cp>\u003Cspan>Access on-demand professional development resources that allow you to hone existing skills and learn new ones&nbsp;\u003C/span>\u003C/p>\u003C/li>\u003C/ul>\u003Cbr>\u003Cp>\u003Cb>“I can succeed as the Retirement Plan Counselor”\u003C/b>\u003C/p>\u003Cp>As one of our Retirement Plan Counselors, you’ll lead sales initiatives in the Retirement Plan Sales market, identifying firm and firm representatives’ needs and coordinating efforts to serve those needs.&nbsp; You’ll partner with Wealth Management Wholesalers to manage Capital Client Group (American Funds Distributions) presence, relationships, and&nbsp;drive&nbsp;business results with key brokerage firm representatives.&nbsp;\u003C/p>\u003Cp>You excel at delivering motivational and informative presentations.&nbsp; You’re motivated by setting goals and measuring your performance against them.&nbsp; You apply a consultative skillset to sell through financial intermediaries and work collaboratively with other senior sales force members to identify opportunities for better Plan Sponsor and investor outcomes.\u003C/p>\u003Cp>\u003Cb>Territory\u003C/b>: Atlanta &amp; Alabama\u003C/p>\u003Cp>\u003Cb>“I am the person Capital Group is looking for.”\u003C/b>\u003C/p>\u003Cul>\u003Cli>You have a broad knowledge and proven track record of sales success in the mutual fund business and retirement plan sales, and the demonstrated ability to build long-term relationships.\u003C/li>\u003Cli>You know how to leverage technological resources to create custom analysis.\u003C/li>\u003Cli>You are an excellent communicator and have significant sales experience in the registered investment advisor space.\u003C/li>\u003Cli>You’re well-versed in synthesizing information and presenting it in a distilled manner.&nbsp;\u003C/li>\u003Cli>You must have&nbsp;a series 7, 63, and 66 licenses or equivalent, as well as&nbsp;one or more of the following&nbsp;designations AIF, AIFA, PPC, CIMA, and CFA.\u003C/li>\u003C/ul>\u003Cp>\u003Ci>Capital Group is required by state specific laws to include the salary for this role when hiring a resident in applicable locations. The base salary for this role is $75,000 + applicable sales commissions and bonuses. Specific pricing for the role may vary within the above range based on many factors including, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement.\u003C/i>\u003C/p>\u003Cp>\u003Cb>\u003Cspan>“I can apply in less than 4 minutes.”&nbsp;&nbsp;\u003C/span>\u003C/b>\u003C/p>\u003Cp>\u003Cspan>&nbsp;&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.&nbsp;&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>&nbsp;&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cb>\u003Cspan>“I can learn more about Capital Group.”&nbsp;&nbsp;\u003C/span>\u003C/b>\u003C/p>\u003Cp>\u003Cspan>&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.\u003C/span>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>‎\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>&nbsp;‎&nbsp;\u003C/p>\u003Cp>&nbsp;‎\u003C/p>\u003Cp>&nbsp;‎\u003C/p>\u003Cp>\u003Ci>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.\u003C/i>\u003C/p>\u003Cp>\u003Ci>You can learn more about our compensation and benefits \u003C/i>here\u003Ci>.\u003C/i>\u003C/p>\u003Cp>\u003Ci>* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.\u003C/i>\u003C/p>\u003Cp>\u003Cbr>\u003Ci>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.\u003C/i>\u003C/p>","“I can be myself at work.” You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. “I can influence my income.” You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses. “I can lead a full life.” You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success. Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love Access on-demand professional development resources that allow you to hone existing skills and learn new ones “I can succeed as the Retirement Plan Counselor” As one of our Retirement Plan Counselors, you’ll lead sales initiatives in the Retirement Plan Sales market, identifying firm and firm representatives’ needs and coordinating efforts to serve those needs. You’ll partner with Wealth Management Wholesalers to manage Capital Client Group (American Funds Distributions) presence, relationships, and drive business results with key brokerage firm representatives. You excel at delivering motivational and informative presentations. You’re motivated by setting goals and measuring your performance against them. You apply a consultative skillset to sell through financial intermediaries and work collaboratively with other senior sales force members to identify opportunities for better Plan Sponsor and investor outcomes. Territory : Atlanta & Alabama “I am the person Capital Group is looking for.” You have a broad knowledge and proven track record of sales success in the mutual fund business and retirement plan sales, and the demonstrated ability to build long-term relationships. You know how to leverage technological resources to create custom analysis. You are an excellent communicator and have significant sales experience in the registered investment advisor space. You’re well-versed in synthesizing information and presenting it in a distilled manner. You must have a series 7, 63, and 66 licenses or equivalent, as well as one or more of the following designations AIF, AIFA, PPC, CIMA, and CFA. Capital Group is required by state specific laws to include the salary for this role when hiring a resident in applicable locations. The base salary for this role is $75,000 + applicable sales commissions and bonuses. Specific pricing for the role may vary within the above range based on many factors including, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement. “I can apply in less than 4 minutes.” You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community. “I can learn more about Capital Group.” At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor. ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ 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 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.","Posted Today",{"jsonldValid":14,"jsonld":28},{"id":42,"applyToken":43,"slug":44,"title":45,"companyname":9,"companylogo":10,"companyIndustry":11,"city":12,"country":13,"remote":14,"employmentType":46,"department":17,"content_html":47,"content_text":48,"years":20,"createdAt":21,"updatedAtISO":22,"postedAtISO":23,"hasSalary":24,"salaryMin":25,"salaryMax":25,"currency":26,"isPaid":14,"schema":49},"678a6054c57d6d1e60ef5034fa30697c1d397e1c6e804fd8f5a973e613803034","01550cbbbe11c700aa227b42615f4c2b46cf6f4df1864b64207a429339200c6c","retirement-plan-counselor-boston-metro-at-capital-group-e163716cd7","Retirement Plan Counselor - Boston Metro",[16],"\u003Cp>\u003Cb>\u003Cspan>“I can be myself at work.”\u003C/span>\u003C/b>\u003C/p>\u003Cp>\u003Cspan>You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.&nbsp;&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cb>\u003Cspan>“I can influence my income.”&nbsp;\u003C/span>\u003C/b>\u003C/p>\u003Cp>\u003Cspan>&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cb>\u003Cspan>“I can lead a full life.”&nbsp;\u003C/span>\u003C/b>\u003C/p>\u003Cp>\u003Cspan>&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success.&nbsp;\u003C/span>\u003C/p>\u003Cul>\u003Cli>\u003Cp>\u003Cspan>Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options&nbsp;\u003C/span>\u003C/p>\u003C/li>\u003Cli>\u003Cp>\u003Cspan>Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love&nbsp;\u003C/span>\u003C/p>\u003C/li>\u003Cli>\u003Cp>\u003Cspan>Access on-demand professional development resources that allow you to hone existing skills and learn new ones&nbsp;\u003C/span>\u003C/p>\u003C/li>\u003C/ul>\u003Cbr>\u003Cp>\u003Cb>“I can succeed as the Retirement Plan Counselor”\u003C/b>\u003C/p>\u003Cp>As one of our Retirement Plan Counselors, you’ll lead sales initiatives in the Retirement Plan Sales market, identifying firm and firm representatives’ needs and coordinating efforts to serve those needs.&nbsp; You’ll partner with Wealth Management Wholesalers to manage Capital Client Group (American Funds Distributions) presence, relationships, and&nbsp;drive&nbsp;business results with key brokerage firm representatives.&nbsp;\u003C/p>\u003Cp>You excel at delivering motivational and informative presentations.&nbsp; You’re motivated by setting goals and measuring your performance against them.&nbsp; You apply a consultative skillset to sell through financial intermediaries and work collaboratively with other senior sales force members to identify opportunities for better Plan Sponsor and investor outcomes.\u003C/p>\u003Cp>\u003Cb>Territory\u003C/b>: Boston Metro\u003C/p>\u003Cp>\u003Cb>“I am the person Capital Group is looking for.”\u003C/b>\u003C/p>\u003Cul>\u003Cli>You have a broad knowledge and proven track record of sales success in the mutual fund business and retirement plan sales, and the demonstrated ability to build long-term relationships.\u003C/li>\u003Cli>You know how to leverage technological resources to create custom analysis.\u003C/li>\u003Cli>You are an excellent communicator and have significant sales experience in the registered investment advisor space.\u003C/li>\u003Cli>You’re well-versed in synthesizing information and presenting it in a distilled manner.&nbsp;\u003C/li>\u003Cli>You must have&nbsp;a series 7, 63, and 66 licenses or equivalent, as well as&nbsp;one or more of the following&nbsp;designations AIF, AIFA, PPC, CIMA, and CFA.\u003C/li>\u003C/ul>\u003Cp>\u003Ci>Capital Group is required by state specific laws to include the salary for this role when hiring a resident in applicable locations. The base salary for this role is $75,000 + applicable sales commissions and bonuses. Specific pricing for the role may vary within the above range based on many factors including, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement.\u003C/i>\u003C/p>\u003Cp>\u003Cb>\u003Cspan>“I can apply in less than 4 minutes.”&nbsp;&nbsp;\u003C/span>\u003C/b>\u003C/p>\u003Cp>\u003Cspan>&nbsp;&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.&nbsp;&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>&nbsp;&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cb>\u003Cspan>“I can learn more about Capital Group.”&nbsp;&nbsp;\u003C/span>\u003C/b>\u003C/p>\u003Cp>\u003Cspan>&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.\u003C/span>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>‎\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>&nbsp;‎&nbsp;\u003C/p>\u003Cp>&nbsp;‎\u003C/p>\u003Cp>&nbsp;‎\u003C/p>\u003Cp>\u003Ci>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.\u003C/i>\u003C/p>\u003Cp>\u003Ci>You can learn more about our compensation and benefits \u003C/i>here\u003Ci>.\u003C/i>\u003C/p>\u003Cp>\u003Ci>* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.\u003C/i>\u003C/p>\u003Cp>\u003Cbr>\u003Ci>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.\u003C/i>\u003C/p>","“I can be myself at work.” You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. “I can influence my income.” You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses. “I can lead a full life.” You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success. Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love Access on-demand professional development resources that allow you to hone existing skills and learn new ones “I can succeed as the Retirement Plan Counselor” As one of our Retirement Plan Counselors, you’ll lead sales initiatives in the Retirement Plan Sales market, identifying firm and firm representatives’ needs and coordinating efforts to serve those needs. You’ll partner with Wealth Management Wholesalers to manage Capital Client Group (American Funds Distributions) presence, relationships, and drive business results with key brokerage firm representatives. You excel at delivering motivational and informative presentations. You’re motivated by setting goals and measuring your performance against them. You apply a consultative skillset to sell through financial intermediaries and work collaboratively with other senior sales force members to identify opportunities for better Plan Sponsor and investor outcomes. Territory : Boston Metro “I am the person Capital Group is looking for.” You have a broad knowledge and proven track record of sales success in the mutual fund business and retirement plan sales, and the demonstrated ability to build long-term relationships. You know how to leverage technological resources to create custom analysis. You are an excellent communicator and have significant sales experience in the registered investment advisor space. You’re well-versed in synthesizing information and presenting it in a distilled manner. You must have a series 7, 63, and 66 licenses or equivalent, as well as one or more of the following designations AIF, AIFA, PPC, CIMA, and CFA. Capital Group is required by state specific laws to include the salary for this role when hiring a resident in applicable locations. The base salary for this role is $75,000 + applicable sales commissions and bonuses. Specific pricing for the role may vary within the above range based on many factors including, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement. “I can apply in less than 4 minutes.” You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community. “I can learn more about Capital Group.” At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor. ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ 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 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.",{"jsonldValid":14,"jsonld":28},{"id":51,"applyToken":52,"slug":53,"title":54,"companyname":9,"companylogo":10,"companyIndustry":11,"city":12,"country":13,"remote":14,"employmentType":55,"department":17,"content_html":56,"content_text":57,"years":20,"createdAt":21,"updatedAtISO":22,"postedAtISO":23,"hasSalary":24,"salaryMin":25,"salaryMax":25,"currency":26,"isPaid":14,"schema":58},"027ac6a04b05de537f297610d9bac6871716d77c3fab6b8c42211439e7a8119b","03cd05c979207418c033488997f85380680bb015d6cec47715f8cabb8df83e09","retirement-plan-counselor-chicago-at-capital-group-e644f64bbb","Retirement Plan Counselor - Chicago",[16],"\u003Cp>\u003Cb>\u003Cspan>“I can be myself at work.”\u003C/span>\u003C/b>\u003C/p>\u003Cp>\u003Cspan>You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.&nbsp;&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cb>\u003Cspan>“I can influence my income.”&nbsp;\u003C/span>\u003C/b>\u003C/p>\u003Cp>\u003Cspan>&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cb>\u003Cspan>“I can lead a full life.”&nbsp;\u003C/span>\u003C/b>\u003C/p>\u003Cp>\u003Cspan>&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success.&nbsp;\u003C/span>\u003C/p>\u003Cul>\u003Cli>\u003Cp>\u003Cspan>Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options&nbsp;\u003C/span>\u003C/p>\u003C/li>\u003Cli>\u003Cp>\u003Cspan>Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love&nbsp;\u003C/span>\u003C/p>\u003C/li>\u003Cli>\u003Cp>\u003Cspan>Access on-demand professional development resources that allow you to hone existing skills and learn new ones&nbsp;\u003C/span>\u003C/p>\u003C/li>\u003C/ul>\u003Cbr>\u003Cp>\u003Cb>“I can succeed as the Retirement Plan Counselor”\u003C/b>\u003C/p>\u003Cp>As one of our Retirement Plan Counselors, you’ll lead sales initiatives in the Retirement Plan Sales market, identifying firm and firm representatives’ needs and coordinating efforts to serve those needs.&nbsp; You’ll partner with Wealth Management Wholesalers to manage Capital Client Group (American Funds Distributions) presence, relationships, and&nbsp;drive&nbsp;business results with key brokerage firm representatives.&nbsp;\u003C/p>\u003Cp>You excel at delivering motivational and informative presentations.&nbsp; You’re motivated by setting goals and measuring your performance against them.&nbsp; You apply a consultative skillset to sell through financial intermediaries and work collaboratively with other senior sales force members to identify opportunities for better Plan Sponsor and investor outcomes.\u003C/p>\u003Cp>\u003Cb>Territory\u003C/b>: Chicago\u003C/p>\u003Cp>\u003Cb>“I am the person Capital Group is looking for.”\u003C/b>\u003C/p>\u003Cul>\u003Cli>You have a broad knowledge and proven track record of sales success in the mutual fund business and retirement plan sales, and the demonstrated ability to build long-term relationships.\u003C/li>\u003Cli>You know how to leverage technological resources to create custom analysis.\u003C/li>\u003Cli>You are an excellent communicator and have significant sales experience in the registered investment advisor space.\u003C/li>\u003Cli>You’re well-versed in synthesizing information and presenting it in a distilled manner.&nbsp;\u003C/li>\u003Cli>You must have&nbsp;a series 7, 63, and 66 licenses or equivalent, as well as&nbsp;one or more of the following&nbsp;designations AIF, AIFA, PPC, CIMA, and CFA.\u003C/li>\u003C/ul>\u003Cp>\u003Ci>Capital Group is required by state specific laws to include the salary for this role when hiring a resident in applicable locations. The base salary for this role is $75,000 + applicable sales commissions and bonuses. Specific pricing for the role may vary within the above range based on many factors including, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement.\u003C/i>\u003C/p>\u003Cp>\u003Cb>\u003Cspan>“I can apply in less than 4 minutes.”&nbsp;&nbsp;\u003C/span>\u003C/b>\u003C/p>\u003Cp>\u003Cspan>&nbsp;&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.&nbsp;&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>&nbsp;&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cb>\u003Cspan>“I can learn more about Capital Group.”&nbsp;&nbsp;\u003C/span>\u003C/b>\u003C/p>\u003Cp>\u003Cspan>&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.\u003C/span>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>‎\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>&nbsp;‎&nbsp;\u003C/p>\u003Cp>&nbsp;‎\u003C/p>\u003Cp>&nbsp;‎\u003C/p>\u003Cp>\u003Ci>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.\u003C/i>\u003C/p>\u003Cp>\u003Ci>You can learn more about our compensation and benefits \u003C/i>here\u003Ci>.\u003C/i>\u003C/p>\u003Cp>\u003Ci>* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.\u003C/i>\u003C/p>\u003Cp>\u003Cbr>\u003Ci>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.\u003C/i>\u003C/p>","“I can be myself at work.” You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. “I can influence my income.” You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses. “I can lead a full life.” You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success. Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love Access on-demand professional development resources that allow you to hone existing skills and learn new ones “I can succeed as the Retirement Plan Counselor” As one of our Retirement Plan Counselors, you’ll lead sales initiatives in the Retirement Plan Sales market, identifying firm and firm representatives’ needs and coordinating efforts to serve those needs. You’ll partner with Wealth Management Wholesalers to manage Capital Client Group (American Funds Distributions) presence, relationships, and drive business results with key brokerage firm representatives. You excel at delivering motivational and informative presentations. You’re motivated by setting goals and measuring your performance against them. You apply a consultative skillset to sell through financial intermediaries and work collaboratively with other senior sales force members to identify opportunities for better Plan Sponsor and investor outcomes. Territory : Chicago “I am the person Capital Group is looking for.” You have a broad knowledge and proven track record of sales success in the mutual fund business and retirement plan sales, and the demonstrated ability to build long-term relationships. You know how to leverage technological resources to create custom analysis. You are an excellent communicator and have significant sales experience in the registered investment advisor space. You’re well-versed in synthesizing information and presenting it in a distilled manner. You must have a series 7, 63, and 66 licenses or equivalent, as well as one or more of the following designations AIF, AIFA, PPC, CIMA, and CFA. Capital Group is required by state specific laws to include the salary for this role when hiring a resident in applicable locations. The base salary for this role is $75,000 + applicable sales commissions and bonuses. Specific pricing for the role may vary within the above range based on many factors including, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement. “I can apply in less than 4 minutes.” You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community. “I can learn more about Capital Group.” At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor. ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ 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 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.",{"jsonldValid":14,"jsonld":28},{"id":60,"applyToken":61,"slug":62,"title":63,"companyname":9,"companylogo":10,"companyIndustry":11,"city":12,"country":13,"remote":14,"employmentType":64,"department":17,"content_html":65,"content_text":66,"years":20,"createdAt":21,"updatedAtISO":22,"postedAtISO":23,"hasSalary":24,"salaryMin":25,"salaryMax":25,"currency":26,"isPaid":14,"schema":67},"3236a56674dad1c4e5db2d709e26bd1364baee2dfba420e276610ec67937a665","875ebfc97feecd0438e06a55fe6af1e0211d837852ea3e7bc15d8362f65cbf08","retirement-plan-counselor-cleveland-and-columbus-at-capital-group-b74c506d0d","Retirement Plan Counselor - Cleveland & Columbus",[16],"\u003Cp>\u003Cb>\u003Cspan>“I can be myself at work.”\u003C/span>\u003C/b>\u003C/p>\u003Cp>\u003Cspan>You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.&nbsp;&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cb>\u003Cspan>“I can influence my income.”&nbsp;\u003C/span>\u003C/b>\u003C/p>\u003Cp>\u003Cspan>&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cb>\u003Cspan>“I can lead a full life.”&nbsp;\u003C/span>\u003C/b>\u003C/p>\u003Cp>\u003Cspan>&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success.&nbsp;\u003C/span>\u003C/p>\u003Cul>\u003Cli>\u003Cp>\u003Cspan>Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options&nbsp;\u003C/span>\u003C/p>\u003C/li>\u003Cli>\u003Cp>\u003Cspan>Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love&nbsp;\u003C/span>\u003C/p>\u003C/li>\u003Cli>\u003Cp>\u003Cspan>Access on-demand professional development resources that allow you to hone existing skills and learn new ones&nbsp;\u003C/span>\u003C/p>\u003C/li>\u003C/ul>\u003Cbr>\u003Cp>\u003Cb>“I can succeed as the Retirement Plan Counselor”\u003C/b>\u003C/p>\u003Cp>As one of our Retirement Plan Counselors, you’ll lead sales initiatives in the Retirement Plan Sales market, identifying firm and firm representatives’ needs and coordinating efforts to serve those needs.&nbsp; You’ll partner with Wealth Management Wholesalers to manage Capital Client Group (American Funds Distributions) presence, relationships, and&nbsp;drive&nbsp;business results with key brokerage firm representatives.&nbsp;\u003C/p>\u003Cp>You excel at delivering motivational and informative presentations.&nbsp; You’re motivated by setting goals and measuring your performance against them.&nbsp; You apply a consultative skillset to sell through financial intermediaries and work collaboratively with other senior sales force members to identify opportunities for better Plan Sponsor and investor outcomes.\u003C/p>\u003Cp>\u003Cb>Territory\u003C/b>: Cleveland &amp; Columbus\u003C/p>\u003Cp>\u003Cb>“I am the person Capital Group is looking for.”\u003C/b>\u003C/p>\u003Cul>\u003Cli>You have a broad knowledge and proven track record of sales success in the mutual fund business and retirement plan sales, and the demonstrated ability to build long-term relationships.\u003C/li>\u003Cli>You know how to leverage technological resources to create custom analysis.\u003C/li>\u003Cli>You are an excellent communicator and have significant sales experience in the registered investment advisor space.\u003C/li>\u003Cli>You’re well-versed in synthesizing information and presenting it in a distilled manner.&nbsp;\u003C/li>\u003Cli>You must have&nbsp;a series 7, 63, and 66 licenses or equivalent, as well as&nbsp;one or more of the following&nbsp;designations AIF, AIFA, PPC, CIMA, and CFA.\u003C/li>\u003C/ul>\u003Cp>\u003Ci>Capital Group is required by state specific laws to include the salary for this role when hiring a resident in applicable locations. The base salary for this role is $75,000 + applicable sales commissions and bonuses. Specific pricing for the role may vary within the above range based on many factors including, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement.\u003C/i>\u003C/p>\u003Cp>\u003Cb>\u003Cspan>“I can apply in less than 4 minutes.”&nbsp;&nbsp;\u003C/span>\u003C/b>\u003C/p>\u003Cp>\u003Cspan>&nbsp;&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.&nbsp;&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>&nbsp;&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cb>\u003Cspan>“I can learn more about Capital Group.”&nbsp;&nbsp;\u003C/span>\u003C/b>\u003C/p>\u003Cp>\u003Cspan>&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.\u003C/span>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>‎\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>&nbsp;‎&nbsp;\u003C/p>\u003Cp>&nbsp;‎\u003C/p>\u003Cp>&nbsp;‎\u003C/p>\u003Cp>\u003Ci>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.\u003C/i>\u003C/p>\u003Cp>\u003Ci>You can learn more about our compensation and benefits \u003C/i>here\u003Ci>.\u003C/i>\u003C/p>\u003Cp>\u003Ci>* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.\u003C/i>\u003C/p>\u003Cp>\u003Cbr>\u003Ci>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.\u003C/i>\u003C/p>","“I can be myself at work.” You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. “I can influence my income.” You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses. “I can lead a full life.” You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success. Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love Access on-demand professional development resources that allow you to hone existing skills and learn new ones “I can succeed as the Retirement Plan Counselor” As one of our Retirement Plan Counselors, you’ll lead sales initiatives in the Retirement Plan Sales market, identifying firm and firm representatives’ needs and coordinating efforts to serve those needs. You’ll partner with Wealth Management Wholesalers to manage Capital Client Group (American Funds Distributions) presence, relationships, and drive business results with key brokerage firm representatives. You excel at delivering motivational and informative presentations. You’re motivated by setting goals and measuring your performance against them. You apply a consultative skillset to sell through financial intermediaries and work collaboratively with other senior sales force members to identify opportunities for better Plan Sponsor and investor outcomes. Territory : Cleveland & Columbus “I am the person Capital Group is looking for.” You have a broad knowledge and proven track record of sales success in the mutual fund business and retirement plan sales, and the demonstrated ability to build long-term relationships. You know how to leverage technological resources to create custom analysis. You are an excellent communicator and have significant sales experience in the registered investment advisor space. You’re well-versed in synthesizing information and presenting it in a distilled manner. You must have a series 7, 63, and 66 licenses or equivalent, as well as one or more of the following designations AIF, AIFA, PPC, CIMA, and CFA. Capital Group is required by state specific laws to include the salary for this role when hiring a resident in applicable locations. The base salary for this role is $75,000 + applicable sales commissions and bonuses. Specific pricing for the role may vary within the above range based on many factors including, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement. “I can apply in less than 4 minutes.” You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community. “I can learn more about Capital Group.” At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor. ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ 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 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.",{"jsonldValid":14,"jsonld":28},{"id":69,"applyToken":70,"slug":71,"title":72,"companyname":9,"companylogo":10,"companyIndustry":11,"city":12,"country":13,"remote":14,"employmentType":73,"department":17,"content_html":74,"content_text":75,"years":20,"createdAt":21,"updatedAtISO":22,"postedAtISO":23,"hasSalary":24,"salaryMin":25,"salaryMax":25,"currency":26,"isPaid":14,"schema":76},"8739fff46feb8c0f19cf927cea1fe163c6c97b6581efaa6cee1e7b6807c5b464","fb1c683a33f1ed97da07f8b66f76eb9db46f62a5319e643885d9ba6b73867810","retirement-plan-counselor-long-island-and-white-plains-at-capital-group-56437d6ed9","Retirement Plan Counselor - Long Island & White Plains",[16],"\u003Cp>\u003Cb>\u003Cspan>“I can be myself at work.”\u003C/span>\u003C/b>\u003C/p>\u003Cp>\u003Cspan>You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.&nbsp;&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cb>\u003Cspan>“I can influence my income.”&nbsp;\u003C/span>\u003C/b>\u003C/p>\u003Cp>\u003Cspan>&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cb>\u003Cspan>“I can lead a full life.”&nbsp;\u003C/span>\u003C/b>\u003C/p>\u003Cp>\u003Cspan>&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success.&nbsp;\u003C/span>\u003C/p>\u003Cul>\u003Cli>\u003Cp>\u003Cspan>Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options&nbsp;\u003C/span>\u003C/p>\u003C/li>\u003Cli>\u003Cp>\u003Cspan>Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love&nbsp;\u003C/span>\u003C/p>\u003C/li>\u003Cli>\u003Cp>\u003Cspan>Access on-demand professional development resources that allow you to hone existing skills and learn new ones&nbsp;\u003C/span>\u003C/p>\u003C/li>\u003C/ul>\u003Cbr>\u003Cbr>\u003Cp>\u003Cb>“I can succeed as the Retirement Plan Counselor”\u003C/b>\u003C/p>\u003Cp>As one of our Retirement Plan Counselors, you’ll lead sales initiatives in the Retirement Plan Sales market, identifying firm and firm representatives’ needs and coordinating efforts to serve those needs.&nbsp; You’ll partner with Wealth Management Wholesalers to manage Capital Client Group (American Funds Distributions) presence, relationships, and&nbsp;drive&nbsp;business results with key brokerage firm representatives.&nbsp;\u003C/p>\u003Cp>You excel at delivering motivational and informative presentations.&nbsp; You’re motivated by setting goals and measuring your performance against them.&nbsp; You apply a consultative skillset to sell through financial intermediaries and work collaboratively with other senior sales force members to identify opportunities for better Plan Sponsor and investor outcomes.\u003C/p>\u003Cp>\u003Cb>Territory\u003C/b>:  Long Island &amp; White Plains\u003C/p>\u003Cp>\u003Cb>“I am the person Capital Group is looking for.”\u003C/b>\u003C/p>\u003Cul>\u003Cli>You have a broad knowledge and proven track record of sales success in the mutual fund business and retirement plan sales, and the demonstrated ability to build long-term relationships.\u003C/li>\u003Cli>You know how to leverage technological resources to create custom analysis.\u003C/li>\u003Cli>You are an excellent communicator and have significant sales experience in the registered investment advisor space.\u003C/li>\u003Cli>You’re well-versed in synthesizing information and presenting it in a distilled manner.&nbsp;\u003C/li>\u003Cli>You must have&nbsp;a series 7, 63, and 66 licenses or equivalent, as well as&nbsp;one or more of the following&nbsp;designations AIF, AIFA, PPC, CIMA, and CFA.\u003C/li>\u003C/ul>\u003Cp>\u003Ci>Capital Group is required by state specific laws to include the salary for this role when hiring a resident in applicable locations. The base salary for this role is $75,000 + applicable sales commissions and bonuses. Specific pricing for the role may vary within the above range based on many factors including, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement.\u003C/i>\u003C/p>\u003Cbr>\u003Cp>\u003Cb>\u003Cspan>“I can apply in less than 4 minutes.”&nbsp;&nbsp;\u003C/span>\u003C/b>\u003C/p>\u003Cp>\u003Cspan>&nbsp;&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.&nbsp;&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>&nbsp;&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cb>\u003Cspan>“I can learn more about Capital Group.”&nbsp;&nbsp;\u003C/span>\u003C/b>\u003C/p>\u003Cp>\u003Cspan>&nbsp;\u003C/span>\u003C/p>\u003Cp>\u003Cspan>At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.\u003C/span>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>‎\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>‎&nbsp;\u003C/p>\u003Cp>&nbsp;‎&nbsp;\u003C/p>\u003Cp>&nbsp;‎\u003C/p>\u003Cp>&nbsp;‎\u003C/p>\u003Cp>\u003Ci>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.\u003C/i>\u003C/p>\u003Cp>\u003Ci>You can learn more about our compensation and benefits \u003C/i>here\u003Ci>.\u003C/i>\u003C/p>\u003Cp>\u003Ci>* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.\u003C/i>\u003C/p>\u003Cp>\u003Cbr>\u003Ci>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.\u003C/i>\u003C/p>","“I can be myself at work.” You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. “I can influence my income.” You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses. “I can lead a full life.” You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success. Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love Access on-demand professional development resources that allow you to hone existing skills and learn new ones “I can succeed as the Retirement Plan Counselor” As one of our Retirement Plan Counselors, you’ll lead sales initiatives in the Retirement Plan Sales market, identifying firm and firm representatives’ needs and coordinating efforts to serve those needs. You’ll partner with Wealth Management Wholesalers to manage Capital Client Group (American Funds Distributions) presence, relationships, and drive business results with key brokerage firm representatives. You excel at delivering motivational and informative presentations. You’re motivated by setting goals and measuring your performance against them. You apply a consultative skillset to sell through financial intermediaries and work collaboratively with other senior sales force members to identify opportunities for better Plan Sponsor and investor outcomes. Territory : Long Island & White Plains “I am the person Capital Group is looking for.” You have a broad knowledge and proven track record of sales success in the mutual fund business and retirement plan sales, and the demonstrated ability to build long-term relationships. You know how to leverage technological resources to create custom analysis. You are an excellent communicator and have significant sales experience in the registered investment advisor space. You’re well-versed in synthesizing information and presenting it in a distilled manner. You must have a series 7, 63, and 66 licenses or equivalent, as well as one or more of the following designations AIF, AIFA, PPC, CIMA, and CFA. Capital Group is required by state specific laws to include the salary for this role when hiring a resident in applicable locations. The base salary for this role is $75,000 + applicable sales commissions and bonuses. Specific pricing for the role may vary within the above range based on many factors including, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement. “I can apply in less than 4 minutes.” You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community. “I can learn more about Capital Group.” At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor. ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ 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 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.",{"jsonldValid":14,"jsonld":28},{"id":78,"applyToken":79,"slug":80,"title":81,"companyname":82,"companylogo":28,"city":83,"country":84,"remote":24,"employmentType":85,"department":87,"content_html":88,"content_text":89,"years":20,"createdAt":90,"updatedAtISO":91,"postedAtISO":92,"hasSalary":24,"salaryMin":93,"salaryMax":94,"currency":26,"isPaid":14,"schema":95},"5215855039666f728680d4567fe506297bd6d3baf1c287c59a3ac21409428f93","5ef411a00470fd2d960c46e17a31b4b243cde42e1a4b86b5589c7493aa8d498c","associate-general-counsel-and-privacy-officer-remote-first-at-zensurance-5eb03ef84e","Associate General Counsel & Privacy Officer (Remote First)","zensurance","Toronto","On",[86],"Contract","Legal","\u003Cp>\u003Cstrong>About Us:\u003C/strong>\u003C/p>\n\n\u003Cp>Zensurance is redefining commercial insurance for Canadian businesses.&nbsp;\u003C/p>\n\n\u003Cp>As a leading InsurTech, we make getting the right coverage simple, fast, and accessible through a digital-first experience. Our platform combines advanced technology with deep industry expertise to deliver tailored insurance solutions that help businesses thrive.\u003C/p>\n\n\u003Cp>Zensurance has been recognized for its rapid growth and industry impact:\u003C/p>\n\n\u003Cp>\u003Cstrong>✅ Deloitte’s Technology Fast 50 (2023, 2024, 2025)\u003C/strong>\u003C/p>\n\u003Cp>✅ \u003Cstrong>Deloitte’s Technology Fast 500 (2024, 2025)\u003C/strong>\u003C/p>\n\u003Cp>✅ \u003Cstrong>Top Insurance Employers (2022)\u003C/strong>\u003C/p>\n\n\n\n\u003Cp>At Zensurance, we value ownership, collaboration, and innovation. Our team thrives on solving complex challenges, challenging the status quo, and making a real impact in an industry ready for change.&nbsp;\u003C/p>\n\n\u003Cp>If you're looking to build something meaningful in a fast-growing, customer-focused company, we’d love to hear from you!\u003C/p>\u003Cbr>\u003Cp>As we continue to rapidly grow, we are looking for an \u003Cstrong>Associate General Counsel &amp; Privacy Officer\u003C/strong> to help scale our oversight functions while maintaining our innovative DNA.\u003C/p>\n\n\u003Cp>Reporting to the General Counsel, you will play a pivotal, dual role. You will have a direct seat at the table to provide high-level legal support across all business units—from Underwriting to IT—while serving as the enterprise’s primary authority and designated Privacy Officer. Alongside the General Counsel, working closely with senior leadership (encompassing the CEO &amp; Founder, COO, and VPs of Sales, Marketing, Technology, People, and Finance), you will safeguard our digital operations, commercial strategies, and technological innovations.&nbsp; For the right candidate, this role is anticipated to grow as Zensurance continues to scale upwards.\u003C/p>\u003Cbr>\u003Ch2>Responsibilities:\u003C/h2>\u003Ch4>\u003Cstrong>1. Legal Operations &amp; Commercial Oversight\u003C/strong>\u003C/h4>\n\n\u003Cli>\n\u003Cp>\u003Cstrong>Contract Lifecycle Management:\u003C/strong> Draft, review, and negotiate complex commercial agreements, including SaaS licenses, vendor contracts, and partnership/binder agreements with our insurance markets.\u003C/p>\n\u003C/li>\n\u003Cli>\n\u003Cp>\u003Cstrong>MGA &amp; Underwriting Support:\u003C/strong> Support product development, underwriting authorities, and digital automation risks.\u003C/p>\n\u003C/li>\n\u003Cli>\n\u003Cp>\u003Cstrong>Regulatory Compliance &amp; Governance:\u003C/strong> Ensure ongoing compliance with provincial insurance regulators (such as RIBO) across Canadian operating provinces. Assist the GC in preparing materials for the Board of Directors.\u003C/p>\n\u003C/li>\n\u003Cli>\n\u003Cp>\u003Cstrong>Claims &amp; Litigation Support:\u003C/strong> Provide expert legal guidance to the internal Claims/Errors &amp; Omissions (E&amp;O) team on complex files, litigation matters, and risk mitigation strategies.\u003C/p>\n\u003C/li>\n\n\n\u003Ch4>\u003Cstrong>2. Privacy &amp; Data Governance (Designated Privacy Officer)\u003C/strong>\u003C/h4>\n\n\u003Cli>\n\u003Cp>\u003Cstrong>Privacy Program Leadership:\u003C/strong> Serve as the official enterprise authority on privacy, maintaining and evolving our data protection framework alongside the Information Security Officer (ISO) to ensure strict adherence to PIPEDA and provincial legislation.\u003C/p>\n\u003C/li>\n\u003Cli>\n\u003Cp>\u003Cstrong>Privacy Assessments:\u003C/strong> Develop, maintain, and oversee Privacy Impact Assessments (PIAs), with a specific focus on protecting an online, digital-first insurance platform.\u003C/p>\n\u003C/li>\n\u003Cli>\n\u003Cp>\u003Cstrong>Incident Response &amp; Training:\u003C/strong> Lead the legal response team for data security incidents or privacy inquiries, managing breach notification assessments and transparent reporting. Develop and deliver ongoing compliance and privacy training for our 350+ staff members.\u003C/p>\n\u003C/li>\n\n\u003Ch4>\u003Cstrong>3. AI, Technology &amp; Marketing Innovation\u003C/strong>\u003C/h4>\n\n\u003Cli>\n\u003Cp>\u003Cstrong>AI Governance &amp; Tech Ethics:\u003C/strong> Collaborate closely with IT, software engineers, and data scientists to establish ethical and legal guardrails for AI implementation, machine learning initiatives, and AI-driven underwriting tools.\u003C/p>\n\u003C/li>\n\u003Cli>\n\u003Cp>\u003Cstrong>Compliant Disruption:\u003C/strong> Stay ahead of emerging Canadian tech regulations to ensure our \"speed-to-quote\" technology remains a competitive advantage while staying fully compliant.\u003C/p>\n\u003C/li>\n\u003Cli>\n\u003Cp>\u003Cstrong>Marketing Review:\u003C/strong> Partner with our high-growth marketing team to review digital, online, and traditional marketing initiatives, ensuring regulatory compliance for the company's largest budget component.\u003C/p>\n\u003C/li>\n\n\u003Ch4>\u003Cstrong>4. Compliance &amp; Ethics\u003C/strong>\u003C/h4>\n\n\u003Cli>\n\u003Cp>Support the GC/CECO in maintaining and evolving our corporate Ethics and Compliance program, ensuring our culture of integrity evolves with our growth.\u003C/p>\n\u003C/li>\n\n\n\u003Cbr>\u003Ch2>Qualifications:\u003C/h2>\n\n\u003Cli>\n\u003Cp>\u003Cstrong>Education &amp; Bar Admission:\u003C/strong> Bachelor of Laws (LL.B.) or Juris Doctor (J.D.) degree; active member in good standing with a Canadian common law society (e.g., Law Society of Ontario).\u003C/p>\n\u003C/li>\n\u003Cli>\n\u003Cp>\u003Cstrong>Experience:\u003C/strong> 6 to 10+ years of post-call experience, ideally blending top-tier law firm training with in-house experience in property &amp; casualty (P&amp;C) insurance, fintech, or the broader financial services sector.\u003C/p>\n\u003C/li>\n\u003Cli>\n\u003Cp>\u003Cstrong>Industry &amp; Tech Knowledge:\u003C/strong> Deep familiarity with the Canadian insurance regulatory landscape, digital brokerage models, and MGA structures. Comfort advising on digital technology, online platforms, and advanced tools like AI.\u003C/p>\n\u003C/li>\n\u003Cli>\n\u003Cp>\u003Cstrong>Privacy Credentials:\u003C/strong> Demonstrated expertise in data protection law; a professional privacy certification (e.g., CIPP/C) is highly preferred and considered a significant asset.\u003C/p>\n\u003C/li>\n\u003Cli>\n\u003Cp>\u003Cstrong>The \"Startup-to-Scaleup\" Mindset:\u003C/strong> Proven ability to navigate a corporate transition from a \"build fast\" startup environment to a highly regulated, \"steady-state\" corporate structure. Ability to formalize corporate governance without stifling innovation.\u003C/p>\n\u003C/li>\n\u003Cli>\n\u003Cp>\u003Cstrong>Corporate Diplomacy &amp; Influence:\u003C/strong> Exceptional communication skills with the ability to translate complex legal risks into solution-oriented business advice for non-legal stakeholders. Possess the \"corporate diplomacy\" required to speak the entrepreneurial language of a tech startup while satisfying the rigorous reporting demands of a Fortune 500 parent company.\u003C/p>\n\u003C/li>\n\n\u003Cbr>\n\u003Ch3>\u003Cstrong>Why Zensurance?\u003C/strong>\u003C/h3>\n\u003Cul>\n\u003Cli>\n\u003Cp>\u003Cstrong>The Best of Both Worlds:\u003C/strong> Experience the entrepreneurial spirit and speed of a tech disruptor combined with the stability, backing, and resources of a global insurance giant.\u003C/p>\n\u003C/li>\n\u003Cli>\n\u003Cp>\u003Cstrong>Direct Impact:\u003C/strong> As the second lawyer in the organization, your work will directly shape our corporate processes, legal frameworks, and scaling trajectory.\u003C/p>\n\u003C/li>\n\u003Cli>\n\u003Cp>\u003Cstrong>At the Forefront of Innovation:\u003C/strong> We don't just use tech; we build it. You will face cutting-edge legal issues involving AI and digital automation in the evolving Insurtech space.\u003C/p>\n\u003C/li>\n\u003C/ul>\n\u003Cbr>\u003Cp>\u003Cstrong>Benefits &amp; Perks at Zensurance:\u003C/strong>\u003C/p>\n\n\u003Cp>At Zensurance, we know that when our people thrive, so does our business. That’s why we offer a flexible, people-first work environment designed to support your well-being, growth, and success.\u003C/p>\n\n\u003Cp>💻 Work Your Way\u003C/p>\n\n\u003Cp>• Remote-first setup for added flexibility&nbsp;\u003C/p>\n\u003Cp>• Home office allowance to create a comfortable workspace\u003C/p>\n\u003Cp>• Top-tier tech: \"Office in a box\" with all necessary tech equipment\u003C/p>\n\u003Cp>• Half days before public holidays: Enjoy half days before long weekends\u003C/p>\n\n\u003Cp>❤️ Your Health, Your Way\u003C/p>\n\n\u003Cp>• Flexible health and dental plans for families, including mental health support\u003C/p>\n\u003Cp>• Health &amp; personal spending accounts to invest in wellness your way\u003C/p>\n\u003Cp>• Parental leave top-up, because family comes first\u003C/p>\n\n\u003Cp>🚀 Investing in Your Growth\u003C/p>\n\n\u003Cp>• Education assistance reimbursement for courses, conferences, books, and memberships\u003C/p>\n\u003Cp>• Opportunities to learn from industry experts and grow your career\u003C/p>\n\n\u003Cp>🤝 Staying Connected\u003C/p>\n\n\u003Cp>• Weekly Friday huddles to share updates and connect across teams\u003C/p>\n\u003Cp>• Virtual &amp; in-person team-building events to strengthen our culture\u003C/p>\n\n\u003Cp>We’re building something special. Come be a part of it!\u003C/p>\n\n\u003Cp>\u003Cstrong>Who We Are:\u003C/strong>\u003C/p>\n\n\u003Cp>Business is hard work, but insurance doesn’t have to be!\u003C/p>\n\n\u003Cp>We empower business owners with simple, tech-driven insurance solutions through our online platform.&nbsp;\u003C/p>\n\n\u003Cp>Our success is fueled by our team-oriented culture and four core values:\u003C/p>\n\n\u003Cp>\u003Cstrong>DELIVER –\u003C/strong>&nbsp;We set ambitious goals and achieve them.\u003C/p>\n\u003Cp>\u003Cstrong>INCLUDE&nbsp;–\u003C/strong>&nbsp;We foster an open and safe space for all.\u003C/p>\n\u003Cp>\u003Cstrong>INTEGRITY&nbsp;–\u003C/strong>&nbsp;We do what’s right.\u003C/p>\n\u003Cp>\u003Cstrong>INVENT&nbsp;–\u003C/strong>&nbsp;We create straightforward, innovative solutions.\u003C/p>\n\n\u003Cp>\u003Cstrong>AI Tools and Your Interview:\u003C/strong>\u003C/p>\n\n\u003Cp>We know AI is a valuable tool, and you're welcome to use it to prepare for your interview. However, please don't use AI assistants during the live interview itself. We want to have an authentic conversation with you, and using AI during the interview could affect our evaluation of your suitability for the role.\u003C/p>\n\n\u003Cp>Just so you know, we use an AI scribe to help us take notes and review interviews, ensuring a fair and clear process.\u003C/p>\n\n\u003Cp>\u003Cstrong>Diversity &amp; Inclusion:\u003C/strong>\u003C/p>\n\n\u003Cp>Zensurance celebrates diversity and is committed to creating an inclusive environment. We welcome applications from all backgrounds and provide accommodations throughout the hiring process. If you need support, let us know, we’re here to help.\u003C/p>\n\n\u003Cp>\u003Cstrong>Thank You!\u003C/strong>\u003C/p>\n\n\u003Cp>We review every application with care to find the best fit for our team.\u003C/p>\n\n\u003Cp>While we may take a little time to get back to you due to the high volume of applications we receive, know that a real human (not a bot!) is reviewing yours. We appreciate your patience and can't wait to learn more about you!\u003C/p>\u003Cbr>\n\u003Cp>The salary range for this role is $175,000 to $225,000, not including the annual discretionary bonus and any additional performance-based incentives.\u003C/p>\n\u003Cp>The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees may also be eligible for performance-based case incentive awards.\u003C/p>","About Us: Zensurance is redefining commercial insurance for Canadian businesses. As a leading InsurTech, we make getting the right coverage simple, fast, and accessible through a digital-first experience. Our platform combines advanced technology with deep industry expertise to deliver tailored insurance solutions that help businesses thrive. Zensurance has been recognized for its rapid growth and industry impact: ✅ Deloitte’s Technology Fast 50 (2023, 2024, 2025) ✅ Deloitte’s Technology Fast 500 (2024, 2025) ✅ Top Insurance Employers (2022) At Zensurance, we value ownership, collaboration, and innovation. Our team thrives on solving complex challenges, challenging the status quo, and making a real impact in an industry ready for change. If you're looking to build something meaningful in a fast-growing, customer-focused company, we’d love to hear from you! As we continue to rapidly grow, we are looking for an Associate General Counsel & Privacy Officer to help scale our oversight functions while maintaining our innovative DNA. Reporting to the General Counsel, you will play a pivotal, dual role. You will have a direct seat at the table to provide high-level legal support across all business units—from Underwriting to IT—while serving as the enterprise’s primary authority and designated Privacy Officer. Alongside the General Counsel, working closely with senior leadership (encompassing the CEO & Founder, COO, and VPs of Sales, Marketing, Technology, People, and Finance), you will safeguard our digital operations, commercial strategies, and technological innovations. For the right candidate, this role is anticipated to grow as Zensurance continues to scale upwards. Responsibilities: 1. Legal Operations & Commercial Oversight Contract Lifecycle Management: Draft, review, and negotiate complex commercial agreements, including SaaS licenses, vendor contracts, and partnership/binder agreements with our insurance markets. MGA & Underwriting Support: Support product development, underwriting authorities, and digital automation risks. Regulatory Compliance & Governance: Ensure ongoing compliance with provincial insurance regulators (such as RIBO) across Canadian operating provinces. Assist the GC in preparing materials for the Board of Directors. Claims & Litigation Support: Provide expert legal guidance to the internal Claims/Errors & Omissions (E&O) team on complex files, litigation matters, and risk mitigation strategies. 2. Privacy & Data Governance (Designated Privacy Officer) Privacy Program Leadership: Serve as the official enterprise authority on privacy, maintaining and evolving our data protection framework alongside the Information Security Officer (ISO) to ensure strict adherence to PIPEDA and provincial legislation. Privacy Assessments: Develop, maintain, and oversee Privacy Impact Assessments (PIAs), with a specific focus on protecting an online, digital-first insurance platform. Incident Response & Training: Lead the legal response team for data security incidents or privacy inquiries, managing breach notification assessments and transparent reporting. Develop and deliver ongoing compliance and privacy training for our 350+ staff members. 3. AI, Technology & Marketing Innovation AI Governance & Tech Ethics: Collaborate closely with IT, software engineers, and data scientists to establish ethical and legal guardrails for AI implementation, machine learning initiatives, and AI-driven underwriting tools. Compliant Disruption: Stay ahead of emerging Canadian tech regulations to ensure our \"speed-to-quote\" technology remains a competitive advantage while staying fully compliant. Marketing Review: Partner with our high-growth marketing team to review digital, online, and traditional marketing initiatives, ensuring regulatory compliance for the company's largest budget component. 4. Compliance & Ethics Support the GC/CECO in maintaining and evolving our corporate Ethics and Compliance program, ensuring our culture of integrity evolves with our growth. Qualifications: Education & Bar Admission: Bachelor of Laws (LL.B.) or Juris Doctor (J.D.) degree; active member in good standing with a Canadian common law society (e.g., Law Society of Ontario). Experience: 6 to 10+ years of post-call experience, ideally blending top-tier law firm training with in-house experience in property & casualty (P&C) insurance, fintech, or the broader financial services sector. Industry & Tech Knowledge: Deep familiarity with the Canadian insurance regulatory landscape, digital brokerage models, and MGA structures. Comfort advising on digital technology, online platforms, and advanced tools like AI. Privacy Credentials: Demonstrated expertise in data protection law; a professional privacy certification (e.g., CIPP/C) is highly preferred and considered a significant asset. The \"Startup-to-Scaleup\" Mindset: Proven ability to navigate a corporate transition from a \"build fast\" startup environment to a highly regulated, \"steady-state\" corporate structure. Ability to formalize corporate governance without stifling innovation. Corporate Diplomacy & Influence: Exceptional communication skills with the ability to translate complex legal risks into solution-oriented business advice for non-legal stakeholders. Possess the \"corporate diplomacy\" required to speak the entrepreneurial language of a tech startup while satisfying the rigorous reporting demands of a Fortune 500 parent company. Why Zensurance? The Best of Both Worlds: Experience the entrepreneurial spirit and speed of a tech disruptor combined with the stability, backing, and resources of a global insurance giant. Direct Impact: As the second lawyer in the organization, your work will directly shape our corporate processes, legal frameworks, and scaling trajectory. At the Forefront of Innovation: We don't just use tech; we build it. You will face cutting-edge legal issues involving AI and digital automation in the evolving Insurtech space. Benefits & Perks at Zensurance: At Zensurance, we know that when our people thrive, so does our business. That’s why we offer a flexible, people-first work environment designed to support your well-being, growth, and success. 💻 Work Your Way • Remote-first setup for added flexibility • Home office allowance to create a comfortable workspace • Top-tier tech: \"Office in a box\" with all necessary tech equipment • Half days before public holidays: Enjoy half days before long weekends ❤️ Your Health, Your Way • Flexible health and dental plans for families, including mental health support • Health & personal spending accounts to invest in wellness your way • Parental leave top-up, because family comes first 🚀 Investing in Your Growth • Education assistance reimbursement for courses, conferences, books, and memberships • Opportunities to learn from industry experts and grow your career 🤝 Staying Connected • Weekly Friday huddles to share updates and connect across teams • Virtual & in-person team-building events to strengthen our culture We’re building something special. Come be a part of it! Who We Are: Business is hard work, but insurance doesn’t have to be! We empower business owners with simple, tech-driven insurance solutions through our online platform. Our success is fueled by our team-oriented culture and four core values: DELIVER – We set ambitious goals and achieve them. INCLUDE – We foster an open and safe space for all. INTEGRITY – We do what’s right. INVENT – We create straightforward, innovative solutions. AI Tools and Your Interview: We know AI is a valuable tool, and you're welcome to use it to prepare for your interview. However, please don't use AI assistants during the live interview itself. We want to have an authentic conversation with you, and using AI during the interview could affect our evaluation of your suitability for the role. Just so you know, we use an AI scribe to help us take notes and review interviews, ensuring a fair and clear process. Diversity & Inclusion: Zensurance celebrates diversity and is committed to creating an inclusive environment. We welcome applications from all backgrounds and provide accommodations throughout the hiring process. If you need support, let us know, we’re here to help. Thank You! We review every application with care to find the best fit for our team. While we may take a little time to get back to you due to the high volume of applications we receive, know that a real human (not a bot!) is reviewing yours. We appreciate your patience and can't wait to learn more about you! The salary range for this role is $175,000 to $225,000, not including the annual discretionary bonus and any additional performance-based incentives. The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees may also be eligible for performance-based case incentive awards.",1790414835000,"2026-09-26 11:31:01","2026-09-25T20:41:50.135Z",175000,225000,{"jsonldValid":14,"jsonld":28},1790438464330]