Regional 401(k) Advisor — Retirement Plan Growth

JPMorganChase; Chicago (IL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm based in Chicago is seeking an experienced professional to drive sales growth for their 401(k) solutions. The role emphasizes collaboration with Chase Business Bankers, requiring excellent communication and relationship management skills. Candidates should have a robust understanding of financial markets and a proven track record in financial sales. This position offers competitive compensation and extensive benefits to support employee well-being.

Qualifications

• 2+ years of financial sales experience.
• Proven track record of success in selling investment management.
• Ability to build relationships across the organization.

Responsibilities

• Drive 401(k) pipeline and sales growth.
• Prepare and deliver client presentations.
• Engage with bankers for effective client relationship management.

Skills

Financial sales experience

Investment Management knowledge

Relationship management

Excellent communication skills

Ability to multitask

Education

Bachelor's degree preferred

Tools

Financial analysis tools

Job description

A leading financial services firm based in Chicago is seeking an experienced professional to drive sales growth for their 401(k) solutions. The role emphasizes collaboration with Chase Business Bankers, requiring excellent communication and relationship management skills. Candidates should have a robust understanding of financial markets and a proven track record in financial sales. This position offers competitive compensation and extensive benefits to support employee well-being.