Job Responsibilities:
- Partner with advisors and Chase Middle Market Bankers to support the Retirement Sales and Service teams,
- Work with other internal peers (marketing, service, the conversion team and Finance) to develop, implement, manage, and promote our retirement offerings.
Required qualifications, capabilities, and skills:
- Education - bachelor’s degree
- Experience - Minimum of 2-3 years of demonstrated sales experience
- Licenses - FINRA Series 6,63 or 7 licensed preferred
- Proficient in Microsoft applications including Salesforce, Outlook, Excel, Word and PowerPoint.
- Strategic and Critical Thinking – ability to think through pricing scenarios, understand markets, investments and understand complex industry content
- Project management - manage and execute multiple projects with consistent quality deliverables working with multiple stakeholders in a fast-paced environment.
- Analytical Skills - identify risks, opportunities and appropriately evaluate and prioritize
- Client Focus - understand the unique needs of retirement clients
- Innovation - identify opportunities to stay in front of clients and advance sales prospects while differentiating products and features
- Relationship Skills - strong relationship and collaboration skills to partner with internal and external colleagues at all levels
Preferred qualifications, capabilities, and skills:
- Retirement plan sales and/or investment product knowledge