J.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals, and retail investors in every major market throughout the world. For individual and institutional investors, the business provides retirement plan programs, products and services, brokerage and banking services including trusts and estates, loans, mortgages, and deposits.
As the Western Divisional Annuity Specialist, you will support advisors within J.P. Morgan's Wealth Management divisions (Chase Wealth Management and JPMorgan Securities) by leveraging annuity solutions to address client investment and income needs within the Goals Based Advice Framework. This role involves managing an assigned geographic territory and requires seamless collaboration across various business lines and functions to deliver an exceptional client experience. The Annuity Specialist will possess in-depth knowledge of the annuity and retirement industry and be adept at balancing sales and service support for the product. Additionally, the specialist will work closely with Wealth Management field leaders to promote annuity product diversification and awareness.
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Job Responsibilities:
- Manage a region while maintaining an entrepreneurial attitude in the daily territory management and partnership with advisors
- Develop and manage advisor campaigns and tracks success results based on statistical data from key performance indicators
- Drive new and maintain existing relationships with advisors to increase adoption of annuity solutions - ensuring trust from advisors is crucial for the successful execution of the job
- Conduct calls with financial advisors and clients to educate on annuity products - additionally, actively consult and advise advisors to provide them with value-added strategies to increase advisor adoption
- 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
- Partnering with an internal specialist, be responsible for developing and executing a comprehensive divisional plan to support the region/market
- Provide proactive and reactive advice and guidance to advisors around structuring annuity solutions for clients
- Coordinating, planning, and presenting educational webinars for advisors in addition to other marketing campaigns
- 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
Required Qualifications, Skills and Capabilities:
- 5 years within financial services as an external wholesaler, or having annuity sales experience
- Excellent relationship building experience, 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 7 and 66 (or 63 & 65) required
- Active Life & Health insurance license
Preferred Qualifications, Skills and Capabilities:
- Bachelor's degree strongly preferred or equivalent work experience
- Experience in working with advisors a plus
ABOUT US
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.