Annuity Specialist, Analyst

JPMorgan Chase & Co.•Jersey City, NJ

13d•$80,000 - $95,000•Onsite

About The Position

The Annuity Specialist will provide support to advisors across Wealth Management at J.P. Morgan (Chase Wealth Management, JPMorgan Advisors, and the Private Bank) on utilizing annuity solutions to meet client investment and income needs around the Goals Based Advice Framework and is responsible for supporting the overall team. The ability to work across the lines of business and across functions is paramount in delivering a world-class offering and client experience. The candidate will be familiar with the annuity and retirement industry, and can effectively manage between sales and service support needs of the product.

Requirements

Strong written and verbal communication skills
Must have MS PowerPoint and MS Excel skills
Research and analysis skills, with ability to synthesize and interpret data
Must be able to demonstrate flexibility and adaptability and 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
Must complete Life, Health and Variable Life Insurance licensing and Series 6 & 63 within 180 days of start date

Nice To Haves

Bachelor's degree or equivalent work experience
1-2 years of experience within financial services
Experience in working with advisors
Excellent relationship building, written, and verbal 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

Responsibilities

Take inbound calls with advisors to educate on annuity products – additionally, actively consult and advise advisors to provide them with value-added strategies to increase advisor adoption
Resolve advisor questions and requests via inbound calls – Assess information gathered at point of call to make appropriate decisions using a good working knowledge of our administration systems, products and services
Responsible for building new and maintaining existing relationships with advisors to increase adoption of annuity solutions – ensuring trust from advisors is crucial for the successful execution of the job
Collaborate with advisors to include annuities in goals based plans for clients; ability to educate advisors on financial products and the process of delivering annuity solutions
Executing call campaigns to identify annuity opportunities within the assigned territory; responding to inbound product calls
Provide proactive and reactive advice and guidance to advisors around structuring annuity solutions for clients
Maintain an effective relationship with internal and external partners in order to drive annuity solutions, develop deeper relationships and deliver Goals Based Advice solutions for clients