Description

J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals, and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset, and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages, and deposits.

J.P. Morgan Wealth Management serves clients across the entire wealth spectrum. It includes three lines of business the Private Bank, J.P. Morgan Securities, and Chase Wealth Management. The Wealth Management Annuity and Life Insurance 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 by offering tax-advantaged asset growth, guaranteed income, and financial security for their families and businesses. 

Job Responsibilities:

The Annuity Specialist Associate will support the growth and development of the Annuity business, through partnerships with teams and advisors across Wealth Management channels at J.P. Morgan. This role will be responsible for leading proactive annuity sales and product training and planning engagement within a Division of our Chase Wealth Management business and requires coordination across functions with external Practice Leads to deliver a world-class offering and client experience. The ideal candidate will have both a strong sales and annuity product background.

Own and manage a divisional sales territory as the main point of contact for annuity sales support and education at JP Morgan Chase. 

Collaborate with external carrier partners to drive annuity events and advisor calls in the promotion of annuity distribution. Present virtually or in person at advisor or market events on timely annuity topics Lead weekly Market Director calls, engaging advisors in annuity planning strategies and product education.  Develop annuity product sales initiatives and strategies with the internal sales teams to deepen advisor's education and utilization of annuities in their practice.  Work proactively with advisors to set up meetings on case development, out of surrender book reviews, competitive analysis, and sales consulting.  Maintain strong relationships with field management, while catering product insight to correlate directly with current investment themes and market conditions. Partner with advisors to identify planning needs and sales opportunities with our carrier wholesaler partners in the field. 

Required Qualifications, Skills and Capabilities:

5+ years of experience working with advisors within the financial services industry Strong verbal and written communication skills Research and analysis skills, with the ability to synthesize and interpret data Must be able to demonstrate flexibility and adaptability and the ability to work under pressure Stresses critical thinking and logic when problem-solving; can think creatively and “out of the box” Organizational and time management skills; ability to manage multiple priorities Ability to operate effectively in a matrix management model Strong MS PowerPoint and MS Excel skills Series 6 & 63 ( can be obtained within 180 days of starting)

Preferred Qualifications, Skills and Capabilities:

Bachelor’s degree strongly preferred or equivalent work experience Excellent relationship-building and communication skills Ability to multi‐task and work in a fast-paced team environment Self‐driven and independent worker with a sense of urgency and drive towards results Life and Health Insurance license, willingness to take exams within the required timeframe

J.P. Morgan Wealth Management Solutions comprises a workforce of more than 1300 professionals spanning across 20 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.