West Coast Subadvisory Client Advisor | Investment

Testing Site - JPMC; Los Angeles (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

J.P. Morgan Asset Management is seeking a Subadvisory Sales Team Client Advisor to drive revenue by promoting JPMAM's investment capabilities embedded in VA platforms.

You will prospect, close business and build relationships with insurance company wholesalers and VA-producing financial advisors. Based on the West Coast territory, you will reside in California or Arizona, travel as required, and work with Funds Management and portfolio teams to integrate sales processes and content across the

Qualifications

• Proven sales results in financial services with a track record of meeting or exceeding targets.
• Bachelor's degree and relevant licenses (Series 7 and 63) or equivalent.
• Knowledge of variable annuities and insurance products preferred.
• Strong relationship-building across teams and partner firms.
• Ability to present JPMorgan's value proposition clearly.

Responsibilities

• Sell JPMAM investment capabilities embedded in variable annuity platforms by influencing insurance company wholesalers and VA-producing financial advisors.
• Cultivate relationships and providing market, retirement and annuity insights.
• Partner with Funds Management retail sales counterparts to identify VA-producing advisors to target.
• Implement the JPMorgan Asset Management sales process including profiling, inputting sales contacts in CRM and reporting results.
• Participate in the development of VA content, capabilities, and tools across the organization with integration into sales practices.
• Build and maintain internal resources across Funds Management and portfolio management teams, leveraging shared resources.

Skills

Relationship building

Sales

Financial markets knowledge

Communication

Industry knowledge

Willingness to travel

Education

Bachelor's degree

Job description

J.P. Morgan Asset Management is seeking a Subadvisory Sales Team Client Advisor to drive revenue by promoting JPMAM's investment capabilities embedded in VA platforms.

You will prospect, close business and build relationships with insurance company wholesalers and VA-producing financial advisors. Based on the West Coast territory, you will reside in California or Arizona, travel as required, and work with Funds Management and portfolio teams to integrate sales processes and content across the