401(k) Solutions Advisor - Regional Growth & Partnerships

Aumni; Chicago (IL); Presencial; USD 70.000 - 110.000; Jornada completa

Descripción de la vacante

JPMorgan Chase & Co. in Chicago is seeking a sales professional to drive the distribution of the small market 401(k) solution in partnership with Chase Business Bankers.

You will deliver tools and insights to help clients build stronger retirement plans. Role involves coordinating with bankers, preparing client presentations through the initial to finals stage, and guiding onboarding to ensure a smooth transition.

Formación

• 2+ years of financial sales experience
• Proven track record of success in selling Investment Management and/or Retirement plans and maintaining relationships
• Proven success with multi-tasking and staying on top of priorities
• Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace (technical expertise)
• Capacity to build relationships across entire organization and with our partner firms (strength managing relationships)
• Familiarity with financial markets, market terminology, capital markets history and a general understanding on the retirement space.
• Excellent written and verbal communication skills
• Ability to effectively leverage our resources
• Required have or be able to obtain within the first 90 days Series 7; Series 63 (or 66)

Responsabilidades

• Drive 401(k) pipeline and sales growth in a specified geographic region in partnership with Chase Business Bankers to their small and micro market clients.
• Engage with Bankers and their leaders to best align activities with shared goals to optimize business results through a collaborative partnership that promotes the benefits of JPMC 401(k) plan recordkeeping solutions, and develops strategic prospecting plans to grow territory sales.
• Prepare and deliver client presentations in partnership with Bankers from Initial thru Finals stage, and offers guidance through the on-boarding process to ensure an optimal client implementation and/or transition experience.
• Manages multiple facets of the sales process including meeting coordination, product comparisons, proposals, pipeline management, follow-up items/activities, etc.
• Engage with bankers for effective client engagement from point-of-sale through the duration of the client relationship.
• Partners with Client Advisor to ensure a collaborative and integrated approach to planning and managing the territory.
• Assist in maintaining client relationships, collaborating with JP Morgan Relationship Managers and/or recordkeeper plan administration staff.

Conocimientos

Financial sales

Relationship building

Communication skills

Multi-tasking

Industry knowledge

Educación

Bachelor's degree

Herramientas

Series 7 license

Series 63/66

Descripción del empleo

JPMorgan Chase & Co. in Chicago is seeking a sales professional to drive the distribution of the small market 401(k) solution in partnership with Chase Business Bankers.

You will deliver tools and insights to help clients build stronger retirement plans. Role involves coordinating with bankers, preparing client presentations through the initial to finals stage, and guiding onboarding to ensure a smooth transition.