Wealth Insurance Solutions Specialist

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

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.