Asset Management - Subadvisory Client Advisor - West Region
On-site · Los Angeles, California, United States
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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