401(k) Solutions Advisor: Regional Growth & Partnerships

JPMorgan Chase; Columbus (OH); On-site; USD 54,000 - 66,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial institution in Columbus, OH, is seeking a professional to drive 401(k) sales growth in partnership with Chase Business Bankers. The role involves client presentations, maintaining relationships, and optimizing business results through collaboration. Candidates should have 2+ years of financial sales experience, a solid background in investment management or retirement plans, and excellent communication skills. A bachelor's degree is preferred, and expected pay ranges from $60,000 annually.

Qualifications

• 2+ years of financial sales experience.
• Proven success in selling Investment Management and/or Retirement plans.
• Excellent written and verbal communication skills.

Responsibilities

• Drive 401(k) pipeline and sales growth in specified region.
• Engage with bankers for effective client engagement.
• Prepare and deliver client presentations.

Skills

Financial sales experience

Relationship management

Multi-tasking abilities

Communication skills

Industry knowledge

Education

Bachelor's degree preferred

Job description

A leading financial institution in Columbus, OH, is seeking a professional to drive 401(k) sales growth in partnership with Chase Business Bankers. The role involves client presentations, maintaining relationships, and optimizing business results through collaboration. Candidates should have 2+ years of financial sales experience, a solid background in investment management or retirement plans, and excellent communication skills. A bachelor's degree is preferred, and expected pay ranges from $60,000 annually.