Wealth Annuity Solutions Advisor

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

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