Internal Client Advisor – Retirement Plans Specialist

JPMorgan Chase

Chicago (IL)

Sur place

USD 63 000 - 77 000

Plein temps

Il y a 10 jours

Générateur de candidature

Obtenez une réponse de cet employeur — un CV et une lettre de motivation adaptés exactement à ce qu’il recherche.

Passez les filtres ATS

Résumé du poste

JPMorgan Chase in Chicago, IL is seeking an Asset Management Internal Client Advisor – Retirement Plan Specialist – Associate 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 and improve participant outcomes.

Partner with Bankers to align activities, deliver client presentations through initial to finals, and guide onboarding for a seamless implementation.

Qualifications

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
Required have or be able to obtain within the first 90 days Series 7; Series 63 (or 66)

Responsabilités

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.