Annuity Specialist, Analyst

JPMorganChase; Jersey City (NJ); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorganChase's Wealth Management division seeks an Annuity Specialist to support advisors across Wealth Management, Chase Private Bank, and JPMorgan Advisors. You will help educate on annuity products, providing value-added strategies to enhance advisor adoption within the Goals Based Advice framework.

The role requires familiarity with annuity and retirement industries, the ability to manage sales and service needs, and collaboration with internal and external partners to deliver annuity

Qualifications

• Strong written and verbal communication skills.
• Research and analysis skills with ability to synthesize data.
• Ability to adapt and work under pressure.
• Demonstrates critical thinking and problem solving.
• Excellent organizational and time management skills.
• Willing to complete Life, Health and Variable Life Insurance licensing and Series 6 & 63 within 180 days.

Responsibilities

• Take inbound calls educating advisors on annuity products and provide value-added strategies.
• Address advisor questions and requests, using administration systems, products and services.
• 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 guidance on structuring annuity solutions for clients.
• Maintain relationships with internal and external partners to deliver Goals Based Advice solutions.

Skills

Strong written and verbalcommunication

Research and analysis

Flexibility under pressure

Critical thinking

Organizational and time management

Multi-tasking

Self-driven

Education

Bachelor's degree or equivalent

Tools

MS PowerPoint

MS Excel

Job description

JOB 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.

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

ABOUT US

JPMorganChase, 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. 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.

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.