The Life Insurance Specialist will provide support to advisors across Wealth Management at J.P. Morgan (Chase Wealth Management, JPMorgan Securities, and the Private Bank) on utilizing life insurance solutions to meet client investment and income needs and is responsible for covering an assigned geographic territory. 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 life insurance and retirement industry, and can effectively manage between sales and service support needs of the product.
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 Responsibilities:
- Develops and manages advisor campaigns and tracks success results based on statistical data from key performance indicators
- Responsible for building new and maintaining existing relationships with advisors to increase adoption of life insurance solutions – ensuring trust from advisors is crucial for the successful execution of the job
- Conduct calls with financial advisors and clients to educate on life insurance products – additionally, actively consult and advise advisors to provide them with value-added strategies to increase advisor adoption
- Provide proactive and reactive advice and guidance to advisors around structuring life insurance 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 manage life insurance solutions, develop deeper relationships and deliver Goals Based Advice solutions for clients
- Actively participates and contributes to the goals and objectives of the firm by working collaboratively and fostering a positive and inclusive work environment
Required Qualifications, Skills and Capabilities:
- Bachelor's degree strongly preferred or equivalent work experience
- Relevant years within financial services the Private Bank preferably and a leadership role
- 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
- Motivated and independent worker with a sense of urgency and results focused
- FINRA 7 and 66 (or 63 & 65) required
- Active Life & Health insurance license
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
- Bachelor’s degree or equivalent work experience
- Relevant experience in financial services, preferably within a private bank
- Leadership experience
- Experience working with financial advisors
- Excellent relationship-building, written, and verbal communication skills
- Ability to multitask and work in a fast-paced team environment
- Motivated, independent, results-focused worker with a sense of urgency
- FINRA Series 7 and Series 66 licenses, or Series 63 and Series 65 licenses
- Active Life and Health insurance license
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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