Strategic Annuity Solutions Advisor

Aumni; Jersey City (NJ); In loco; USD 70.000 - 110.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health care coverage

On-site health centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Descrizione del lavoro

JPMorgan Chase & Co. Wealth Management seeks an Annuity Specialist to support advisors across Wealth Management, Private Bank, and Chase Wealth Management in applying annuity solutions within Goals Based Advice.

You will educate advisors on annuities, answer questions, build relationships, and help integrate annuity solutions into client plans, requiring licensing within 180 days. The role emphasizes cross-functional collaboration, data use, and delivering a high-quality client experience with

Competenze

• Strong written and verbal communication skills.
• Proficient in MS PowerPoint and MS Excel.
• Research and analysis skills with ability to interpret data.
• Ability to work under pressure and adapt to changing priorities.
• Licensing: Life, Health and Variable Life Insurance; Series 6 & 63 within 180 days of start date.

Mansioni

• Educate and advise advisors on annuity products.
• Handle advisor questions and requests via inbound calls and determine actions.
• Build and maintain advisor relationships to increase adoption of annuities.
• Collaborate with advisors to include annuities in goals-based plans for clients.
• Execute call campaigns to identify annuity opportunities within the territory.
• Provide guidance on structuring annuity solutions for clients.
• Maintain relationships with internal and external partners to deliver Goals Based Advice solutions.

Conoscenze

Strong communication

MS PowerPoint

MS Excel

Research & analysis

Time management

Critical thinking

Multitasking

Formazione

Bachelor's degree or equivalent work experience

Strumenti

Microsoft PowerPoint

Microsoft Excel

Descrizione del lavoro

JPMorgan Chase & Co. Wealth Management seeks an Annuity Specialist to support advisors across Wealth Management, Private Bank, and Chase Wealth Management in applying annuity solutions within Goals Based Advice.

You will educate advisors on annuities, answer questions, build relationships, and help integrate annuity solutions into client plans, requiring licensing within 180 days. The role emphasizes cross-functional collaboration, data use, and delivering a high-quality client experience with