As the Retirement Desk Team Leader, you will be focused on coaching, managing, and leading licensed Retirement Consultants to deliver an exceptional and welcoming experience for prospective investors, existing clients, and advisors by identifying the best solution for them. The team will work closely with clients/prospects focusing on retirement relationships to meet their comprehensive service needs and orient the client to the products, services, and platforms that best suit their financial needs. Your team will make inbound and outbound phone calls to both clients and prospects and introduce prospective clients to advisors to enhance their overall relationship; ultimately creating a world class first impression that nurtures the client relationship while acclimating investors new to Wealth Management. A successful Team Leader creates a culture of excellence in an environment that meets the high expectations of JPMorgan Chase clients as well as new to JPMorgan Chase & Co; by building deep relationship, driving a high-performance team and a client obsessed culture.
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