Annuity Specialist, Associate

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 advi...