Internal Sales Consultant

J.P. Morgan Asset Management; Columbus (OH); On-site; USD 120,000 - 160,000; Full time

Job summary

J.P. Morgan Asset Management seeks an Internal Sales Consultant in Columbus, OH to grow workplace retirement solutions within the Chase channel.

You will educate small business owners on Solo 401(k) or 401(k) needs, coordinate with bankers, and partner with external sales partners to drive growth. The role requires strong communication, customer service, and consultative selling skills with a target of $140K+ in salary and commission.

Qualifications

• Ability to identify client needs, position solutions, and support distribution partners.
• Strong customer service skills to build trust, manage expectations, and maintain relationships.
• Clear verbal and written communication with active listening to explain complex information.

Responsibilities

• Meet sales and activity targets and manage a robust pipeline.
• Coordinate activities with bankers and financial advisors within Chase infrastructure.
• Collaborate with marketing, product, and client service teams to ensure consistent messaging.
• Provide field feedback to refine strategies and offerings.

Skills

Sales consulting

Customer service

Communication

Multi-priority management

Analytical thinking

Goal oriented

Education

Bachelor’s degree in Finance, Business, Economics, or Communications

Tools

CRM software

Job description

Company Description J.P. Morgan Asset Management is a global investment manager committed to delivering strong outcomes for institutional investors, financial advisors, and their clients. Drawing on more than a century of market experience, the firm provides deep, data-driven insights and a broad range of strategies across asset classes. Its fully ESG-integrated investment platform focuses on sustainable returns and enhanced stewardship for individuals, families, companies, and communities. With approximately $2.5 trillion in assets under management, clients rely on J.P. Morgan Asset Management to help build resilient portfolios and address complex investment challenges. The firm fosters a collaborative, analytical culture where professionals work together to find solutions and capture opportunities in global markets.

Role Description The Internal Sales Consultant is a full-time, on-site role based in Columbus, OH, focused on supporting the growth of J.P. Morgan Asset Management’s products and solutions related to workplace retirement within our Chase channel supporting our banking and advisor small business clients. We consult directly with small business owners to educate them on their benefit needs to determine if the Solo K or 401K is the right fit and provide additional insight into how we can help as owners, their employees and provide a pathway for their business to grow alongside their benefits. This role involves partnering with an external sales partner and coordinating activities with bankers and financial advisors within the Chase infrastructure.

The Internal Sales Consultant will collaborate with marketing, product, and client service teams to ensure consistent messaging and a high-quality client experience. The role requires meeting sales and activity targets, monitoring pipeline development, and providing feedback from the field to help refine strategies and offerings. This Columbus based role offers extensive training and career development with salary and commission targeting 140K+.

Qualifications

• Candidates should possess strong Sales Consulting and Consulting skills to identify client needs, position appropriate solutions, and support distribution partners.
• Candidates should possess solid Customer Service and Customer Satisfaction skills to build trust, manage expectations, and maintain long-term relationships.
• Candidates should possess excellent Communication skills, including clear verbal and written communication, active listening, and the ability to present complex information simply.
• Relevant professional business to business experience in needed. Prior financial services experience is helpful but not required.
• Ability to work in a goal-oriented environment, manage multiple priorities, and use CRM and sales enablement tools effectively.
• Strong analytical, organizational, and problem-solving skills, with attention to detail and client-focused mindset.
• Bachelor’s degree in Finance, Business, Economics, Communications or a related field; relevant licenses (such as FINRA SIE, Series 7 and 63) are required within 90 days of hire.