Wealth Management Insurance & Retirement Solutions - Annuity Specialist, Associate / Vice President Details

Wealth Management Insurance & Retirement Solutions - Annuity Specialist, Associate / Vice President

JPMorgan Chase Bank, N.A. - Jersey City, NJ

Employment Type : Full-Time

Overview of Role:

The Annuity Specialist will provide support to advisors across Wealth Management at J.P. Morgan (Chase Wealth Management, JPMorgan Advisors, and the Private Bank) on utilizing annuity solutions to meet client investment and income needs around the Goals Based Advice Framework and is responsible for supporting the overall team. The ability to work across the lines of business and across functions is paramount in delivering a world-class offering and client experience. The candidate will be familiar with the annuity and retirement industry, and can effectively manage between sales and service support needs of the product.

Responsibilities include:

• Take inbound calls with advisors to educate on annuity products - additionally, actively consult and advise advisors to provide them with value-added strategies to increase advisor adoption
• Resolve advisor questions and requests via inbound calls - Assess information gathered at point of call to make appropriate decisions using a good working knowledge of our administration systems, products and services
• Responsible for building new and maintaining existing relationships with advisors to increase adoption of annuity solutions - ensuring trust from advisors is crucial for the successful execution of the job
• Collaborate with advisors to include annuities in goals based plans for clients; ability to educate advisors on financial products and the process of delivering annuity solutions
• Executing call campaigns to identify annuity opportunities within the assigned territory; responding to inbound product calls
• Provide proactive and reactive advice and guidance to advisors around structuring annuity solutions for clients
• Maintain an effective relationship with internal and external partners in order to drive annuity solutions, develop deeper relationships and deliver Goals Based Advice solutions for clients

Attributes:

• Strong written and verbal communication skills
• Must have MS PowerPoint and MS Excel skills
• Research and analysis skills, with ability to synthesize and interpret data
• Must be able to demonstrate flexibility and adaptability and ability to work under pressure
• Stresses critical thinking and logic when problem solving; can think creatively and "out of the box"
• Organizational and time management skills; ability to manage multiple priorities

Qualifications:

• Bachelor's degree strongly preferred or equivalent work experience
• 1-6 years within financial services preferably
• Experience in working with advisors a plus
• Excellent relationship building, written, and verbal communication skills
• Ability to multi - task and work in a fast-paced team environment
• Self - driven and independent worker with a sense of urgency and drive towards results
• FINRA Series 7 and 66 preferred, but not required
• Life, Health and Variable Life Insurance licensing preferred, but not required

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans