VP, Life Insurance Solutions for Advisors

JPMorganChase; Jersey City (NJ); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health coverage

Retirement plan

Incentive compensation

Tuition reimbursement

Mental health support

On-site wellness centers

Job summary

JPMorganChase is seeking a Life Insurance Specialist to support advisors across Wealth Management, including JP Morgan Securities, the Private Bank, and Chase Wealth Management. You will help integrate life insurance solutions to meet client goals across a geographic territory.

You will educate advisors and clients on products, coordinate campaigns, and collaborate with internal partners to deliver Goals Based Advice. FINRA licenses and life/health licenses are required.

Qualifications

• 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.

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

Skills

Relationship building

Written communication

Verbal communication

Education

Bachelor's degree

Job description

JPMorganChase is seeking a Life Insurance Specialist to support advisors across Wealth Management, including JP Morgan Securities, the Private Bank, and Chase Wealth Management. You will help integrate life insurance solutions to meet client goals across a geographic territory.

You will educate advisors and clients on products, coordinate campaigns, and collaborate with internal partners to deliver Goals Based Advice. FINRA licenses and life/health licenses are required.