401(k) Growth Advisor – Regional Partnerships

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Asset & Wealth Management seeks a Sales professional to drive 401(k) pipeline and regional growth in partnership with Chase Business Bankers. You will deliver tools and insights to help clients build stronger retirement plans and better participant outcomes.

You will manage proposals, presentations, onboarding guidance, and end-to-end client engagements, working with bankers and advisors to coordinate activities and optimize results.

Qualifications

• 2+ years of financial sales experience.
• Proven track record of selling Investment Management and/or Retirement plans.
• Ability to learn industry and product knowledge.
• Capacity to build relationships across organization and partner firms.
• Familiarity with financial markets and retirement space.
• Excellent written and verbal communication skills.
• Required Series 7; Series 63 (or 66) within 90 days.

Responsibilities

• Drive 401(k) pipeline and sales growth in a specified region in partnership with Chase Business Bankers.
• Engage with Bankers and leaders to align activities and grow territory sales.
• Prepare and deliver client presentations and guide onboarding for optimal implementation.
• Manage multiple facets of the sales process including proposals and pipeline management.
• Engage with bankers for effective client engagement from point-of-sale through the client relationship.
• Partner with Client Advisor for integrated territory planning and management.
• Assist in maintaining client relationships with JP Morgan Relationship Managers.

Skills

Sales experience

Relationship building

Industry knowledge

Multi-tasking

Communication skills

Series 7/63/66

Education

Bachelor's degree

Job description

J.P. Morgan Asset & Wealth Management seeks a Sales professional to drive 401(k) pipeline and regional growth in partnership with Chase Business Bankers. You will deliver tools and insights to help clients build stronger retirement plans and better participant outcomes.

You will manage proposals, presentations, onboarding guidance, and end-to-end client engagements, working with bankers and advisors to coordinate activities and optimize results.