[Remote] Strategic Platform Consultant - Orange County & LA

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