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Job Title: Retirement - IODC Internal Wholesaler
Job Location: NY: New York
Pay Rate: Open
Job Length: full time
Start Date: 2008-09-09

Company Name: JPMorgan Chase
Contact: Recruiter
Phone: email only please
Fax: email only please

Description: %%0A Business Overview:%%0A 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. %%0A %%0A Role Description:%%0A The Funds Management Business is looking to expand its Retirement IODC Business. The primary role of the internal IODC wholesaling team is to prospect, close business, and promote JP Morgan retirement funds to advisors who specialize in the sale of retirement plans. The position requires accountability to an external salesperson covering the corresponding region from the field. Candidates should be self-starters who have a strong desire to succeed and to achieve goals in a consistent and timely manner.%%0A %%0A The primary objectives are to%%0A 1) Identify and profile leading retirement advisors through calling efforts, mail/email campaigns, and referrals.%%0A 2) Develop and strengthen relationships with key advisors and market centers of influence%%0A 3) Deliver “the best of the firm” to key advisors, through value-add tools/support, product information and updates, and unique JPM market insights.%%0A 4) Partner with 1-2 field wholesalers, with responsibilities including advisor scheduling, call-backs, and lead generation.%%0A %%0A In addition, the internal wholesaler will cultivate and manage client relationships with Tier B/C Advisors and Regional TPA firms, by responding to client inquiries, providing ongoing communication with clients/prospects, and managing the client/prospects throughout the sales cycle, resulting in closed business. %%0A The candidate will have:%%0A . Proven results and demonstrated sustainable achievement in a competitive environment. (Drive for achievement)%%0A . Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace (technical expertise)%%0A . Capacity to build relationships across entire organization and with our partner firms (Manage relationships)%%0A . Excellent written and verbal communication skills%%0A . Leverage our global resources%%0A %%0A This Leadership Role Requires:%%0A . Ability to drive sales results and focus to increase and retain the firm’s assets.%%0A . Drive to exceed activity requirements%%0A . Ability to tell the “JPM story” clearly, concisely and in a compelling way to create interest by utilizing the JPMorgan seven step sales process.%%0A . Ability to grow, develop and maintain working relationships with Advisors.%%0A . Some travel in territory required.%%0A . Proficiency in the use our CRM system and Administer, on a timely basis, required reports to the appropriate JPM areas including sales plans, call reports, and promotional programs.%%0A . Participating in high net worth and client presentations with FAs and RMs%%0A %%0A %%0A QUALIFICATIONS:%%0A Education: Bachelor degree preferred%%0A Experience: 1 + years in Retirement Plan industry & knowledge of retirement products preferred and/or directly related sales leadership experience%%0A Licenses: Minimum requirement Series 6, Series 7 and 63; 65 preferred

Please refer to Job code jpmorgan-771059 when responding to this ad.

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