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
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)
3+ years experience in sales role within financial services industry preferred
Understanding of variable annuity and insurance products and platforms preferred
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
Please note that J.P. Morgan will not accept unsolicited approaches or speculative CVs, nor will J.P. Morgan be responsible for any related fees, from Third Party Firms who are not preferred suppliers.
The firm invites all interested and qualified candidates to apply for employment opportunities.
If you are a US or Canadian applicant with a disability who is unable to use our online tools to search and apply for jobs, please contact us by calling (US and Canada Only) 1-866-777-4690. Please indicate the specifics of the assistance needed.