Retirement Plan Specialist - Internal Client Advisor

Testing Site - JPMC; Columbus (OH); Presencial; USD 90 000 - 120 000; Tempo integral

Resumo da oferta

JPMorgan Chase & Co. in Columbus, OH seeks an Internal Client Advisor Retirement Plan Specialist to support retirement plan clients. You will connect advisors and clients to retirement resources and drive outcomes for small business participants.

You will educate advisors on recordkeeping platforms, coordinate with sales teams, and manage opportunities from prospecting to implementation, ensuring a seamless client experience.

Qualificações

• Proven track record of sales success developing and maintaining relationships.
• Ability to multi-task and manage priorities across multiple territories.
• Financial market and retirement industry understanding & aptitude.
• Excellent written and verbal communication skills.
• Ability to leverage multiple resources and systems to maximize productivity.
• Coachability and ability to incorporate feedback quickly and consistently.
• Effectiveness in presenting complex ideas, resources, and solutions.
• Proven track record of success in performance related to academics and work history.
• Bachelor's degree.
• Licensing required within 90 days of hire: Series 7 and Series 63.

Responsabilidades

• Educating advisors on our record keeping solutions while gaining investment market share.
• Providing plan insight, industry & competitive perspective to inform client decisions.
• Coordinating with DC and retail field sales counterparts to promote platform solutions.
• Implementing our sales process to uncover opportunities and advance sales.
• Supporting external sales team by ensuring content, capabilities, and tools are in sync.
• Managing pipeline and implementation pre-work to ensure seamless support experience.

Conhecimentos

Sales relationships

Multi-tasking

Retirement industry knowledge

Communication skills

Resource utilization

Coachability

Complex idea presentation

Academic/work history

Bachelor's degree

Licensing: Series 7/63

Formação académica

Bachelor's degree

Ferramentas

Licensing: Series 7/63

Descrição da oferta de emprego

JPMorgan Chase & Co. in Columbus, OH seeks an Internal Client Advisor Retirement Plan Specialist to support retirement plan clients. You will connect advisors and clients to retirement resources and drive outcomes for small business participants.

You will educate advisors on recordkeeping platforms, coordinate with sales teams, and manage opportunities from prospecting to implementation, ensuring a seamless client experience.