Life Insurance Specialist - VP

Fairygodboss; Jersey City (NJ); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Life Insurance Specialist to support Wealth Management advisors across the Private Bank and JPMorgan Securities by leveraging life insurance solutions to meet client needs.

The role covers an assigned geographic territory and requires cross‑line collaboration, with a focus on sales and service support. A strong background in life insurance, retirement industry knowledge, and advisor education is essential.

Qualifications

• Bachelor's degree strongly preferred or equivalent work experience.
• FINRA 7 and 66 (or 63 & 65) required.
• Active Life & Health insurance license.
• Experience in working with advisors a plus.

Responsibilities

• Develops and manages advisor campaigns and tracks success results based on KPI data.
• Builds and maintains relationships with advisors to increase adoption of life insurance solutions.
• Educates financial advisors and clients on life insurance products and value-added strategies.
• Provides proactive advice around structuring life insurance solutions for clients.
• Coordinates, plans, and presents educational webinars for advisors and other campaigns.
• Maintains relationships with internal and external partners to deliver Goals Based Advice solutions for clients.
• Participates in firm goals and fosters a positive, inclusive work environment.

Skills

Relationship building

Written communication

Verbal communication

Multi-tasking

Results oriented

Independent worker

Leadership experience

Education

Bachelor's degree or equivalent experience

Tools

FINRA 7 & 66 license

Job description

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

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.