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JPMorgan Chase2 months ago

Asset Management - Subadvisory Client Advisor - West Region

On-site · Los Angeles, California, United States

Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Investment Banking

Job Summary

Sell JPMAM investment capabilities embedded in variable annuity platforms by influencing insurance company wholesalers and VA-producing financial advisors; cultivate relationships and provide market, retirement and annuity insights; partner with Funds Management retail sales counterparts to identify VA-producing advisors to target in addition to current business model focused on driving cash flow via insurance wholesaler interactions; implement the JPMorgan Asset Management sales process including profiling, inputting sales contacts/calls in CRM, reporting results, sharing best practices, and participating in sales meetings; participate in development of VA content, capabilities, and tools; build and maintain internal resources across Funds Management and portfolio management teams, leveraging shared resources and communicating sales and marketing intelligence to clients; travel within West Coast territory as required; strong ability to tell the "JPM story" clearly and concisely to create interest using the JPMorgan seven-step sales process; requires Series 7, Series 63 and Bachelor's Degree.

Required Qualifications

  • Series 7 license
  • Series 63 license
  • Bachelor's Degree
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JPMorgan Chase

Asset Management - Subadvisory Client Advisor - West Region

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