Everyday 401(k) Internal Client Advisor

Role summary: Drive Everyday 401(k) pipeline and sales growth within an assigned geography by partnering with Chase Business Bankers and Private Client Advisors to serve small business clients, while educating business owners on the benefits of saving for retirement, investing for their employees, and using retirement plans as a tax shelter for their business. Manage the sales process from initial through finals conversations, preparing proposals, product comparisons, and client presentations, while coordinating meetings, tracking follow-ups, and maintaining CRM hygiene. Provide guidance through onboarding to ensure a smooth implementation transition from sales to onboarding and to maximize client experience. Collaborate closely with external sales, product, and implementation teams to deliver an integrated territory strategy for every client. Virtually responsible for closing 80% of client sales!Role requirements: Proven sales experience and an understanding of how to build relationships over the phone and build relationships quickly; ability to multitask and prioritize across territories; ability to learn and articulate industry/product knowledge, competitive positioning, and “the JPM story” using the JPMorgan sales process; familiarity with financial markets and investment terminology; excellent written and verbal communication skills and comfort presenting to small business owners; strong leadership traits with a results and activity oriented mindset with a focus on growing/retaining assets; proficiency with CRM systems. Bachelor’s degree preferred. Must obtain the SIE, Series 7, and Series 63 within 90 days of hire.