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Asset Management - Funds Management - Variable Annuity Sales Team Client Advisor - Central Territory

Req #: 180018673
Location: Work At Home, IL, US
Job Category: Asset Management
Potential Referral Amount: 1500 US Dollar (USD)

 

With over $45B in Variable Annuity (VA) assets under management, JPMorgan Chase & Co. is a strong retirement player aspiring to market leadership.  Each day 10,000 Baby Boomers turn 65, meaning saving for and providing income in retirement is one of the firm’s top strategic priorities.  JPMorgan Asset Management ("JPMAM") provides investment management products and services to institutional and individual investors worldwide. It offers the full spectrum of investment strategies - from equity, cash management, fixed income, currency and asset allocation to alternative asset classes such as private equity, real estate and hedge funds.
 
The primary role of the Variable Annuity Sales Team Client Advisor is to prospect, close business, and promote insurance products where JPMAM investment capabilities are embedded (via subadvised mandates or variable insurance trusts).  This individual will primarily interact with insurance company wholesalers but will also partner with Funds Management retail sales counterparts to develop relationships and seek opportunities with VA-producing financial advisors.
Responsibilities will include, but are not limited to:
  • Selling JPMAM investment capabilities embedded in variable annuity platforms by influencing insurance company wholesalers and VA-producing financial advisors
  • Cultivating relationships and providing insights in DC plan design, participant behavior, investments, and the markets
  • 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
  • Implementing the JPMorgan Asset Management sales process which includes, profiling, inputting sales contacts/calls in customer relationship management (CRM) system, reporting results, sharing best practices, and participating in sales meetings
  • Participating in the development of VA content, capabilities, and tools throughout the organization with complete integration into sales practices and processes
  • Build and maintain internal resources across Funds Management and portfolio management teams, leveraging shared resources and communicating sales and marketing intelligence to clients
Licensing:
  • Required prior to hiring Series 7; Series 63 (or 66)
  • Obtain after hiring Series 7; Series 63 (if candidate does not already have these licenses)
 
Experience:
  • 5+ years experience in sales role within financial services industry
  • Understanding of variable annuity and insurance products and platforms preferred
  • Experience managing client relationships, delivering investment presentations, wholesaling investment strategies, and/or providing investment-related advice and guidance to financial professionals
  • Broad knowledge of  JPMAM investment capabilities preferred
Core Competencies:
The candidate will have:
  • Proven results and demonstrated sustainable achievement in a competitive environment (drive for achievement)
  • Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace (technical expertise)
  • Capacity to build relationships across entire organization and with our partner firms (strength managing relationships)
  • Familiarity with financial markets, market terminology, capital markets history and economic indicators, along with equity, fixed income, international, emerging markets, currency and alternative asset classes.
  • Excellent written and verbal communication skills
  • Ability to effectively leverage our global resources
 
Candidate must also demonstrate strong leadership abilities, including:
  • Ability to drive sales results
  • Focus and desire to increase and retain the firm's assets
  • Drive to exceed activity requirements
  • Ability to identify opportunities and suggest creative solutions
  • Ability to tell the "JPM story" clearly, concisely, and in a compelling way to create interest by utilizing the JPMorgan seven-step sales process
  • Ability to grow, develop and maintain working relationships with advisors
  • Willingness to travel in territory as required
  • Proficiency in the use our customer relationship management (CRM) system
  • Ability to administer, on a timely basis, required reports to the appropriate JPM areas including sales plans, call reports, and promotional programs
  • Effectiveness in presenting to internal and external insurance company wholesalers and financial advisors
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