401(k) Growth & Onboarding Associate

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading financial services firm based in Chicago is seeking a professional to enhance its small market 401(k) solutions distribution. The role requires at least 2 years of financial sales experience and a proven success record in selling retirement plans. Responsibilities include engaging with bankers, client presentations, and managing sales processes to optimize client outcomes. This position offers a dynamic work environment and requires strong relationship management and communication skills.

Qualifications

• Minimum 2 years of financial sales experience.
• Track record of success in selling investment management and/or retirement plans.
• Ability to learn and demonstrate industry knowledge.

Responsibilities

• Drive 401(k) pipeline and sales growth in a designated region.
• Engage with bankers to optimize business results.
• Prepare and deliver client presentations.
• Manage multiple facets of the sales process.
• Assist in maintaining client relationships.

Skills

Financial sales experience

Relationship management

Multi-tasking

Industry knowledge

Communication skills

Education

Bachelor's degree preferred

Job description

A leading financial services firm based in Chicago is seeking a professional to enhance its small market 401(k) solutions distribution. The role requires at least 2 years of financial sales experience and a proven success record in selling retirement plans. Responsibilities include engaging with bankers, client presentations, and managing sales processes to optimize client outcomes. This position offers a dynamic work environment and requires strong relationship management and communication skills.