Description
J.P. Morgan Wealth Management serves clients across the entire wealth spectrum. It includes the Private Bank, J.P. Morgan Securities, and Chase Wealth Management. The Wealth Management Insurance and Retirement Solutions (IRS) organization lives at the intersection of goals based planning and delivering improved lifestyle outcomes. Our products, tools, and thought leadership are designed to help strengthen our client’s financial health and achieve peace of mind in retirement by offering tax-advantaged asset growth, guaranteed income, and financial security for their families and businesses.
Job Description:
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
Required Qualifications, Skills and Capabilities:
- 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
- Must complete Life, Health and Variable Life Insurance licensing and Series 6 & 63 within 180 days of start date
Preferred Qualifications, Skills and Capabilities:
- Bachelor's degree or equivalent work experience
- 1-2 years of experience within financial services
- Experience in working with advisors
- 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
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Skills Required
- Strong written and verbal communication skills
- Microsoft PowerPoint skills
- Microsoft Excel skills
- Research and analysis skills, including synthesizing and interpreting data
- Flexibility and adaptability; ability to work under pressure
- Critical thinking, logic, and creative problem-solving skills
- Organizational and time management skills; ability to manage multiple priorities
- Life, Health, and Variable Life Insurance licensing within 180 days of start date
- Series 6 and Series 63 licensing within 180 days of start date
- Bachelor's degree or equivalent work experience
- 1-2 years of experience within financial services
- Experience working with advisors
- Relationship-building skills
- Ability to multitask in a fast-paced team environment
- Self-driven, independent work style with urgency and results orientation
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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