Job purpose:
- This position reports to the ETF Sales Desk Manager
- The candidate will partner with External Sales Specialists to provide support according to individual financial advisor needs within a defined geographic territory
- This includes education for financial advisors and Funds CA’s about ETF industry developments / landscape and the JPMorgan suite of ETFs
- The candidate must work collaboratively across channels with the Funds Internal Client Advisors to engage and close ETF sales opportunities.
Your Responsibilities:
- Identify and profile leading advisors through calling efforts, email campaigns, and referrals
- Cultivate and manage client relationship, by responding to client inquiries, providing ongoing communication with clients/prospects, and managing the client/prospects throughout the sales cycle, resulting in closed business
- Coordinate product presentations to prospective and existing clients via the telephone / internet, meetings, conferences and roadshows
- Deliver “the best of the firm” to key advisors, through value-add tools/support, product information and updates, and unique JPM market insights
- Partner with 1-2 field wholesalers, with responsibilities including outbound calling and prospecting, advisor scheduling, follow ups, and lead generation.
Skills and Qualifications:
- 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 (Manage relationships)
- Excellent written and verbal communication skills
- Leverage our global resources
- Education: Bachelor degree preferred
- Experience: 2+ year’s financial services experience preferred and/or directly related sales leadership experience
- Licenses: Minimum requirement Series 6, Series 7 and 63 preferred.
Source: for more information click here.
