JPMorgan Asset Management- Internal Client Advisor 

United States, Ohio, Columbus 

205438472

Job Responsibilities

• Educating advisors on our record keeping solutions while gaining investment market share
• Providing plan insight, industry & competitive perspective to inform client decisions
• Coordinating with DC and retail field sales counterparts to promote platform solutions
• Implementing our sales process to uncover opportunities and advance sales
• Supporting external sales team by ensuring content, capabilities, and tools are in sync
• Managing pipeline and implementation pre-work to ensure seamless support experience

Required qualifications, capabilities and skills

• Proven track record of sales success developing and maintaining relationships
• Ability to multi-task and manage priorities across multiple territories
• Financial market and retirement industry understanding & aptitude
• Excellent written and verbal communication skills
• Ability to leverage multiple resources and systems to maximize productivity
• Desire to work in a high-performance environment and be adaptable to change
• Coachability and ability to incorporate feedback quickly and consistently
• Effectiveness in presenting complex ideas, resources, and solutions
• Proven track record of success in performance related to academics and work history
• Bachelor's degree
• Series 7; Series 63 needed (All Licensing is required within 90 days of hire)