DCIO Internal Client Advisor — 401(k) Growth & Partnerships

JPMorganChase; Columbus (OH); On-site; USD 70,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Columbus, OH seeks a Defined Contribution Investment Only Internal Client Advisor to drive 401(k) sales in collaboration with approved advisor firms and internal teams.

You will prepare analytics and client proposals, manage the end-to-end sales process, and coordinate with JPMorgan’s recordkeeping and product teams. The role requires 2+ years in financial sales, a Bachelor’s degree, strong communication skills, and the ability to multitask across territories and

Qualifications

• 2+ years financial sales experience, including over the phone.
• Proven track record selling Investment Management and/or Retirement plans.
• Strong multitasking and prioritization abilities.
• Ability to learn industry knowledge and understand competition.
• Capacity to build relationships across the organization and with partner firms.
• Familiarity with financial markets and retirement space.

Responsibilities

• Drive 401(k) pipeline and sales growth in a specified region in partnership with advisor firms and dedicated teams.
• Engage advisors to align activities with goals to optimize business results.
• Prepare and deliver investment analytics and client proposals from initial to finals stage.
• Manage multiple facets of the sales process: meetings, proposals, pipeline, and follow-ups.
• Engage advisors from point-of-sale through sales process completion to close.
• Partner with internal and external client advisors for a collaborative territory plan and referrals.

Skills

Financial sales

Relationship building

Communication skills

CRM proficiency

Phone sales

Education

Bachelor's degree

Tools

CRM system

Job description

JPMorgan Chase & Co. in Columbus, OH seeks a Defined Contribution Investment Only Internal Client Advisor to drive 401(k) sales in collaboration with approved advisor firms and internal teams.

You will prepare analytics and client proposals, manage the end-to-end sales process, and coordinate with JPMorgan’s recordkeeping and product teams. The role requires 2+ years in financial sales, a Bachelor’s degree, strong communication skills, and the ability to multitask across territories and