Annuity Solutions Expert for Wealth Advisors

JPMorgan Chase & Co.; Jersey City (NJ); On-site; USD 75,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. (Wealth Management) seeks an Annuity Specialist to support advisors across Wealth Management by utilizing annuity solutions to meet client income needs.

The role requires collaboration across lines of business to deliver a world-class client experience and to manage sales and service needs of the product. The incumbent will educate advisors on annuities, resolve questions, and help incorporate annuities into goals-based plans while building strong relationships with internal

Qualifications

• Strong written and verbal communication skills.
• Research and analysis skills, with ability to synthesize and interpret data.
• Flexibility and adaptability under pressure.
• Organizational and time management skills; manage multiple priorities.
• Ability to think critically and creatively.

Responsibilities

• Take inbound calls educating advisors on annuity products and advise on value-added strategies.
• Resolve advisor questions using administration systems and product knowledge.
• Build and maintain relationships with advisors to increase annuity adoption.
• Collaborate with advisors to include annuities in goals-based plans for clients.
• Execute call campaigns to identify annuity opportunities within the territory.
• Provide proactive and reactive guidance on structuring annuity solutions for clients.
• Maintain relationships with internal and external partners to drive annuity solutions.

Skills

Communication skills

Research & analysis

Problem solving

Time management

Relationship building

Adaptability

Multitasking

Education

Bachelor's degree or equivalent

Tools

MS PowerPoint

MS Excel

Job description

JPMorgan Chase & Co. (Wealth Management) seeks an Annuity Specialist to support advisors across Wealth Management by utilizing annuity solutions to meet client income needs.

The role requires collaboration across lines of business to deliver a world-class client experience and to manage sales and service needs of the product. The incumbent will educate advisors on annuities, resolve questions, and help incorporate annuities into goals-based plans while building strong relationships with internal