Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that deliver the JPMAMC value proposition
Provide superior client service by being responsive, thoughtful and making the clients’ needs the focus
Leverage cutting-edge technological tools to showcase our resources to clients in a more user-friendly way
Partner with Client Advisors by being completely aligned on the objectives needed to achieve the territory’s goals
Demonstrate effective territory management skills by focusing on timely follow-up, conducting strategy reviews, scheduling meetings/events and lead generation
Proactively identify opportunities to engage clients/prospects around strategic initiatives
Own territory data in CRM & responsible for ongoing maintenance
Be responsible for the coordination & delivery of client communications & events
Convey the thought leadership of our Market Insights team & other resources to aid clients’ understanding of the ever-changing market landscape
Partner with Client Advisors to identify and cultivate relationships with prospects. Leverage industry publications, conferences, etc. to identify trends & opportunities.
Required Qualifications, Skills, & Capabilities:
Bachelor’s degree required
Two years of financial service experience preferred and/or related sales leadership experience
Self-starter with passion for sales and the financial markets
Proven results shown through sustainable achievement in a competitive environment
Ability to learn and demonstrate industry and product knowledge by understanding the client, competition, and marketplace
Capacity to build relationships across entire organization and with our partner firms
Excellent verbal communication and presentation skills