Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that deliver the JPMAM 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 financial advisors in a more user-friendly way
Partner with Client Advisor (external wholesaler) by being completely aligned on the objectives needed to achieve the territory’s sales goals
Demonstrate effective territory management skills by focusing on timely follow-up, advisor scheduling and lead generation
Convey the thought leadership of our Market Insights team to aid clients’ understanding of the ever-changing market landscape
Assist financial advisors in constructing strong risk-adjusted portfolios by leveraging the knowledge and analytics of our Portfolio Insights team
Required qualifications, capabilities and skills
Bachelor’s degree required
Two years of financial service experience and/or related sales leadership experience
Series 7 and Series 63 required
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