JP Morgan Chase & Co.

Vice President, Divisional Annuity Specialist

JP Morgan Chase & Co.$130K — $180K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years in financial services as an external wholesaler or annuity sales experience
  • Strong relationship-building and communication skills
  • Ability to multitask in a fast-paced environment
  • Self-motivated with a results-driven approach
  • FINRA Series 7 and 66 (or 63 & 65) required
  • Active Life & Health insurance license

Responsibilities

  • Manage a geographic region with an entrepreneurial mindset
  • Track and analyze advisor campaign success through performance metrics
  • Build and maintain trust-based relationships with advisors to enhance annuity solutions adoption
  • Educate advisors and clients on annuity products and provide strategic consultations
  • Work collaboratively with advisors to incorporate annuities in goal-based planning for clients
  • Execute a comprehensive divisional plan with an internal specialist for the market
  • Coordinate educational webinars and marketing campaigns for advisors

Benefits

  • Access to a vast network and collaborative environment within J.P. Morgan
  • Opportunity to work closely with top wealth management advisors
  • Engagement in innovative wealth management strategies
  • Professional development through educational resources
  • Supportive culture focused on exceptional client experiences
Full Job Description
As the Western Divisional Annuity Specialist, you will support advisors within J.P. Morgan's Wealth Management divisions (Chase Wealth Management and JPMorgan Securities) by leveraging annuity solutions to address client investment and income needs within the Goals Based Advice Framework.  This role involves managing an assigned geographic territory and requires seamless collaboration across various business lines and functions to deliver an exceptional client experience.  The Annuity Specialist will possess in-depth knowledge of the annuity and retirement industry and be adept at balancing sales and service support for the product. Additionally, the specialist will work closely with Wealth Management field leaders to promote annuity product diversification and awareness. Job Responsibilities: Manage a region while maintaining an entrepreneurial attitude in the daily territory management and partnership with advisors Develop and manage advisor campaigns and tracks success results based on statistical data from key performance indicators Drive new and maintain existing relationships with advisors to increase adoption of annuity solutions – ensuring trust from advisors is crucial for the successful execution of the job Conduct calls with financial advisors and clients to educate on annuity products – additionally, actively consult and advise advisors to provide them with value-added strategies to increase advisor adoption 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 Partnering with an internal specialist, be responsible for developing and executing a comprehensive divisional plan to support the region/market Provide proactive and reactive advice and guidance to advisors around structuring annuity 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 drive annuity solutions, develop deeper relationships and deliver Goals Based Advice solutions for client Required Qualifications, Skills and Capabilities: 5 years within financial services as an external wholesaler, or having annuity sales experience Excellent relationship building experience, 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 FINRA 7 and 66 (or 63 & 65) required Active Life & Health insurance license Preferred Qualifications, Skills and Capabilities: Bachelor's degree strongly preferred or equivalent work experience Experience in working with advisors a plus

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ

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