401(k) Solutions Advisor – Internal Client Partnerships

Testing Site - JPMC; Columbus (OH); On-site; USD 60,000 - 90,000; Full time

Job summary

J.P. Morgan Asset & Wealth Management is seeking a skilled sales professional to drive 401(k) pipeline and grow the small market retirement client base in partnership with Chase Business Bankers.

You will deliver insights and tools to help clients build stronger retirement plans and improve participant outcomes. Responsibilities include end-to-end sales processes, coordinating with bankers, delivering client presentations, and guiding onboarding and implementation to ensure a smooth transition

Qualifications

• 2+ years of financial sales experience.
• Proven track record selling Investment Management and/or Retirement plans.
• Strength in multitasking and prioritization.
• Ability to learn industry and product knowledge including competition, client, and market.
• Capacity to build relationships across the organization and with partner firms.
• Familiarity with financial markets and retirement space.
• Excellent written and verbal communication skills.
• Ability to leverage resources effectively.
• Must obtain Series 7 and Series 63 (or 66) within 120 days.

Responsibilities

• Drive 401(k) pipeline and sales growth in a defined geographic region with Chase Business Bankers.
• Collaborate with bankers to align activities and optimize results.
• Prepare and deliver client presentations from initial to finals and guide onboarding.
• Manage multiple facets of the sales process including meetings, proposals, and pipeline follow-up.
• Engage bankers for effective client engagement from sale to relationship tenure.
• Partner with Client Advisor for coordinated territory planning and management.
• Support client relationships with JP Morgan Relationship Managers and plan administration staff.

Skills

Financial sales

Relationship building

Communication

Multi-tasking

Industry knowledge

Networking

Client engagement

Education

Bachelor's degree preferred

Job description

J.P. Morgan Asset & Wealth Management is seeking a skilled sales professional to drive 401(k) pipeline and grow the small market retirement client base in partnership with Chase Business Bankers.

You will deliver insights and tools to help clients build stronger retirement plans and improve participant outcomes. Responsibilities include end-to-end sales processes, coordinating with bankers, delivering client presentations, and guiding onboarding and implementation to ensure a smooth transition