Life Insurance Specialist - VP

JPMorgan Chase & Co.; Jersey City (NJ); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Life Insurance Specialist to support Wealth Management advisors across J.P. Morgan, Chase Wealth Management, JPMorgan Securities, and the Private Bank. This role focuses on leveraging life insurance to meet client needs and spans cross-functional collaboration.

The candidate should understand life insurance and retirement products, manage sales and service supports, and coordinate education for advisors within a dynamic wealth management environment.

Qualifications

• Bachelor's degree strongly preferred or equivalent work experience.
• Experience in financial services, Private Bank preferred, with leadership experience.
• Excellent relationship building and communication skills.
• Ability to multi-task in a fast-paced team environment.
• FINRA 7 and 66 (or 63 & 65) required.
• Life & Health insurance licenses active.

Responsibilities

• Develops and manages advisor campaigns and tracks success results based on KPIs.
• Builds and maintains relationships with advisors to increase adoption of life insurance solutions.
• Conducts calls with financial advisors and clients to educate on life insurance products and strategies.
• Provides proactive guidance on structuring life insurance solutions for clients.
• Plans and presents educational webinars for advisors and other marketing campaigns.
• Maintains relationships with internal and external partners to deliver goals-based advisory solutions.
• Participates in firm goals and fosters a positive, inclusive work environment.

Skills

Relationship building

Written & verbal communication

Multi-tasking

Team collaboration

Results oriented

Education

Bachelor's degree preferred

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 managelife 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