[Remote] Strategic Platform Consultant - Orange County & LA

March 6, 2026

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Note: The job is a remote job and is open to candidates in USA. Capital Group is a company that values diversity and belonging in the workplace. As a Strategic Platform Consultant, you will drive sales by partnering with financial intermediaries, utilizing a consultative sales approach to enhance asset growth and retention across your territory.

Responsibilities

Drives sales results by cultivating strategic partnerships with financial intermediaries, including TAMP, Insurance, and division leadership
Acts as a versatile "utility player," coordinating with sales leaders and associates to capitalize on high-growth opportunities
Apply consultative and challenger sales techniques to identify intermediary needs, introduce innovative solutions, and clearly articulate NACG’s competitive value
Collaborates cross-functionally with Wealth Management, Strategic Relationship Group, and Insurance teams to deliver aligned sales outcomes
Develops and executes data-driven business plans that support sales growth, asset retention, and territory optimization
Builds strong internal and external relationships, identifies cross-selling opportunities, and fosters collaboration across divisions
Demonstrates a commitment to continuous improvement through ongoing skills development, sales effectiveness refinement, and required licensing

Skills

Series 7 & 63
Demonstrates a commitment to continuous improvement through ongoing skills development, sales effectiveness refinement, and required licensing
Drives sales results by cultivating strategic partnerships with financial intermediaries, including TAMP, Insurance, and division leadership
Acts as a versatile 'utility player,' coordinating with sales leaders and associates to capitalize on high-growth opportunities
Applies consultative and challenger sales techniques to identify intermediary needs, introduce innovative solutions, and clearly articulate NACG's competitive value
Collaborates cross-functionally with Wealth Management, Strategic Relationship Group, and Insurance teams to deliver aligned sales outcomes
Develops and executes data-driven business plans that support sales growth, asset retention, and territory optimization
Builds strong internal and external relationships, identifies cross-selling opportunities, and fosters collaboration across divisions
RICP Designation (Preferred but not required)
CFP Designation (Preferred but not required)

Benefits

Paid time off
Medical
Dental
Retirement
Individual annual performance bonus
Capital’s annual profitability bonus
Retirement plan where Capital contributes 15% of your eligible earnings

Company Overview

Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe. It was founded in 1931, and is headquartered in Los Angeles, CA, US, with a workforce of 5001-10000 employees. Its website is https://www.capitalgroup.com/us/landing-pages/linkedin-terms-of-use.html.

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