Customer Sales Advisor Jobs at JPMorganChase with Visa Sponsorship
Customer Sales Advisor roles at JPMorganChase sit at the intersection of financial services and client relationship management, covering consumer banking, wealth products, and institutional accounts. JPMorganChase has a well-established sponsorship infrastructure that supports international candidates across multiple visa categories for this function.
See All Customer Sales Advisor at JPMorganChase JobsOverview
Showing 5 of 588+ Customer Sales Advisor Jobs at JPMorganChase jobs
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
See all 588+ Customer Sales Advisor Jobs at JPMorganChase
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Customer Sales Advisor Jobs at JPMorganChase.
Get Access To All JobsJob Description
Join our collaborative team as a Consumer Direct Home Lending Advisor at Chase. In this call center-based role, you’ll benefit from a competitive commission structure in addition to your base salary, rewarding your sales performance. As the trusted first point of contact for customers seeking mortgage solutions, you’ll educate clients on home lending products, answer questions, and guide them through the loan process from application to closing. By balancing service and sales, you’ll build strong relationships, identify customer needs, and connect clients to Chase’s full range of financial products. You’ll ensure all activities comply with regulatory requirements while delivering a seamless, customer-first experience. Supported by a dynamic team, you’ll have the opportunity to grow your skills and advance your career.
Job Responsibilities
- Lead Generation & Conversion: Convert warm inbound inquiries and leads into qualified mortgage applications using proactive, consultative selling.
- CRM Management: Efficiently record customer interactions and follow-up activities in our CRM system.
- Phone Consultations: Conduct thorough phone consultations to guide clients through the mortgage process.
- Regulatory Compliance: Uphold all industry regulations and manage associated risks.
- Client Retention: Provide exceptional post-application support to build long-term client relationships.
Required Qualifications, Capabilities, And Skills
- Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) or relevant financial software.
- Self-motivated, detail-oriented, and organized, with the ability to manage multiple tasks and meet deadlines.
- Excellent oral and written communication skills.
- Ability to adhere to an in-office work schedule and participate in on-site training Monday through Friday, with varying hours.
Preferred Qualifications, Capabilities, And Skills
- Bachelor’s degree or equivalent experience in finance, business, or a related field.
- 2+ years of experience in mortgage sales, banking, or related financial services, with a strong understanding of mortgage products.
- Strong adaptability and time management skills, with a proven track record of exceeding sales targets and delivering exceptional conversion rates.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase online application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx
About us
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
About The Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
Job Description
Join our collaborative team as a Consumer Direct Home Lending Advisor at Chase. In this call center-based role, you’ll benefit from a competitive commission structure in addition to your base salary, rewarding your sales performance. As the trusted first point of contact for customers seeking mortgage solutions, you’ll educate clients on home lending products, answer questions, and guide them through the loan process from application to closing. By balancing service and sales, you’ll build strong relationships, identify customer needs, and connect clients to Chase’s full range of financial products. You’ll ensure all activities comply with regulatory requirements while delivering a seamless, customer-first experience. Supported by a dynamic team, you’ll have the opportunity to grow your skills and advance your career.
Job Responsibilities
- Lead Generation & Conversion: Convert warm inbound inquiries and leads into qualified mortgage applications using proactive, consultative selling.
- CRM Management: Efficiently record customer interactions and follow-up activities in our CRM system.
- Phone Consultations: Conduct thorough phone consultations to guide clients through the mortgage process.
- Regulatory Compliance: Uphold all industry regulations and manage associated risks.
- Client Retention: Provide exceptional post-application support to build long-term client relationships.
Required Qualifications, Capabilities, And Skills
- Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) or relevant financial software.
- Self-motivated, detail-oriented, and organized, with the ability to manage multiple tasks and meet deadlines.
- Excellent oral and written communication skills.
- Ability to adhere to an in-office work schedule and participate in on-site training Monday through Friday, with varying hours.
Preferred Qualifications, Capabilities, And Skills
- Bachelor’s degree or equivalent experience in finance, business, or a related field.
- 2+ years of experience in mortgage sales, banking, or related financial services, with a strong understanding of mortgage products.
- Strong adaptability and time management skills, with a proven track record of exceeding sales targets and delivering exceptional conversion rates.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase online application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx
About us
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
About The Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
See all 588+ Customer Sales Advisor at JPMorganChase jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Customer Sales Advisor at JPMorganChase roles.
Get Access To All JobsTips for Finding Customer Sales Advisor Jobs at JPMorganChase Jobs
Align your credentials to U.S. financial licensing standards
JPMorganChase often requires Series 6, Series 7, or Series 63 licenses for customer-facing advisory roles. If your credentials are from outside the U.S., document equivalencies before applying so hiring managers can assess your eligibility without delays.
Target branches in high-volume hiring markets
JPMorganChase's Customer Sales Advisor openings cluster in major metropolitan areas with dense consumer banking footprints. Focusing your search on locations like New York, Houston, and Chicago improves your odds of landing a role with an office already familiar with sponsorship workflows.
Prepare for USCIS specialty occupation scrutiny in sales roles
Customer Sales Advisor positions at a financial conglomerate can face USCIS requests for evidence around specialty occupation status. Having documentation linking your degree directly to financial advisory or client relationship functions strengthens your petition from the start.
Use Migrate Mate to filter open Customer Sales Advisor roles
Identifying which JPMorganChase Customer Sales Advisor postings are actively open and sponsorship-eligible takes time on general job boards. Migrate Mate lets you filter specifically by role and visa sponsorship history so you apply to positions with a real pathway.
Account for H-1B cap timing when planning your start date
If you need a cap-subject H-1B, USCIS only accepts petitions in April for an October 1 start date. Discuss this window with your recruiter early so JPMorganChase's immigration team can file within the registration period without missing the cycle.
Customer Sales Advisor at JPMorganChase jobs are hiring across the US. Find yours.
Find Customer Sales Advisor at JPMorganChase JobsFrequently Asked Questions
Does JPMorganChase sponsor H-1B visas for Customer Sales Advisors?
Yes, JPMorganChase sponsors H-1B visas for Customer Sales Advisor roles, though individual petitions must clear USCIS's specialty occupation standard. Because sales advisory work at a financial institution involves complex product knowledge tied to specific degree backgrounds, well-documented applications tend to move through more smoothly. Working with JPMorganChase's internal immigration legal team early in the offer process is the most reliable way to avoid delays.
How do I apply for Customer Sales Advisor jobs at JPMorganChase?
You can search and apply through JPMorganChase's careers portal directly. For a faster way to find open Customer Sales Advisor roles that align with your visa sponsorship needs, Migrate Mate aggregates active listings and filters by sponsorship history, saving you the time of sorting through postings that don't lead anywhere for international candidates.
Which visa types does JPMorganChase commonly use for Customer Sales Advisor roles?
JPMorganChase sponsors H-1B visas for most nationalities and H-1B1 visas for Chilean and Singaporean nationals. Australian citizens can pursue the E-3 visa, which operates outside the H-1B lottery. For candidates seeking permanent residence, JPMorganChase has used EB-2 and EB-3 Green Card pathways, typically after an employee has established a track record in the role.
What qualifications does JPMorganChase expect for a Customer Sales Advisor position?
JPMorganChase generally looks for candidates with a bachelor's degree in finance, business, or a related field, along with demonstrated experience in customer-facing financial services. U.S. securities licensing such as Series 6 or Series 63 is frequently required or expected within a defined period after hire. International candidates should be ready to document how their educational background maps to these role requirements for visa petition purposes.
How do I plan my timeline around the sponsorship and hiring process at JPMorganChase?
If you need a cap-subject H-1B, the USCIS registration window opens in March and employment can only begin October 1 if selected. E-3 and H-1B1 visas have no annual lottery and can be filed year-round, which makes timelines more flexible. Build at least two to three months into your planning between offer acceptance and your expected start date to allow for petition preparation and USCIS processing.
See which Customer Sales Advisor at JPMorganChase employers are hiring and sponsoring visas right now.
Search Customer Sales Advisor at JPMorganChase Jobs