Strategic Asset & Wealth Advisor — Internal Sales

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co is seeking an Internal Client Advisor to partner with a senior territory-based sales partner to cover a territory of financial advisors. The ICA will spend the majority of time on the phone speaking with advisors, cultivating relationships, building partnerships and sharing ideas that benefit the advisors and their clients.

We provide extensive coaching to help our people achieve their goals and continue their professional development, with focus on growing coverage and

Qualifications

• 2+ years financial sales experience, phone sales required.
• Proven track record in selling Investment Management and/or Retirement plans.
• Ability to learn industry knowledge and explain concepts clearly.
• Strong relationship-building across organization and partner firms.
• Knowledge of financial markets, equities, fixed income, currencies.
• Excellent written and verbal communication.
• Ability to leverage JPMorgan global resources.
• Licensing requirements before/hiring: SIE, Series 7, Series 63/66.

Responsibilities

• Interact with financial advisors to share market insights.
• Help construct investment portfolios.
• Provide investment solutions based on client needs.
• Drive sales results and manage territory priorities.
• Explain the JPMorgan story clearly using the seven-step process.

Skills

Financial sales

Phone sales

Relationship building

Communication

CRM proficiency

Industry knowledge

Education

Bachelor's degree

Licensing: SIE, Series 7, Series 63/66

Tools

CRM software

Job description

JPMorgan Chase & Co is seeking an Internal Client Advisor to partner with a senior territory-based sales partner to cover a territory of financial advisors. The ICA will spend the majority of time on the phone speaking with advisors, cultivating relationships, building partnerships and sharing ideas that benefit the advisors and their clients.

We provide extensive coaching to help our people achieve their goals and continue their professional development, with focus on growing coverage and