Job Description
Summary:
The primary responsibility of the Vice President, Retirement Plan Services Sales is to develop and maintain skills to successfully market proprietary funds and retirement plan services to a prioritized territory of prospects through territory management and the coordination of projects while interfacing with other personnel and departments within the company. This position involves direct sales, developing sales opportunities through consultants and advisers, and team selling with the Consultant Sales team, JPMorgan Client Advisors and Commercial Bankers.
Major Responsibilities:
1. Develop and maintain through lead generation, relationship management, planning, presentation skills, pipeline management, closing and follow-up, communication and teamwork skills necessary to successfully market proprietary funds and retirement plan services. (70%)
2. Develop and maintain a thorough knowledge and understanding of Retirement Plan Services, JPMorgan products and services. (30%)
Position will be located in the Southeast US
Skills
Education and Experience:
Bachelor's degree in marketing or finance or an equivalent combination of education and experience
NASD Series 7 and Series 63 licenses preferred or willingness to obtain within the first three months of employment.
Previous sales experience of retirement plan services or proven client-focused presentation, communication and relationship building skills.
Demonstrated understanding of the financial industry and a thorough knowledge of JPMorgan products, policies and procedures
Internal applicants: six months' employment in current position and one year in current department preferred.
Competencies:
Adaptable: Effectively copes with change; learns quickly when facing problems; remains open mined; adjusts to and works effectively with a variety of situations; individuals, groups and customers. Alters one's approach as a situation evolves; easily accepts changes in the organization or job requirements.
Business Knowledge: Has knowledge about policies, practices, trends and information affecting the business and organization; knows the competition; translates business/professional knowledge and experience to new situations; studies the global environment to identify opportunities to improve our competitive advantage.
Negotiation: Confers with others to reach mutually beneficial solutions with both internal and external individual/groups; settles differences equitability; seeks win-win solutions without damaging relationships; is both direct and forceful, as well as diplomatic; gains trust quickly of other parties; has a good sense of timing.
Presentation Skills: Effectively conveys information in a clear and professional manner to internal and/or external individuals/groups; commands attention and manages group process during presentations; can change topics quickly to effectively make a point; establishes rapport with the audience; fields questions and responds appropriately.
Results Oriented: Takes decisive action on opportunities to achieve specific outcomes; conveys a sense of urgency when appropriate; persists in the face of obstacles; drives to outcomes that reflect meeting or exceeding a standard of excellence; gets results and added value in the organization by moving others to action; takes decisive action on emerging opportunities.
Teamwork: Works effectively and cooperatively with other people; creates a commitment to common goals; values the contributions of all team members; contributes to a positive environment where all team members participate and support each other; supports team decisions and listens carefully to understand various and diverse points of view; recognizes and celebrates team successes; minimizes organizational obstacles to help teams work more effectively.
Working Conditions:
Normal office environment
Substantial travel required.
JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V.
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