Annuity Specialist

19 hours ago

Jersey City, New Jersey, United States JPMorgan Chase & Co. Full time
Description

J.P. Morgan Wealth Management serves clients across the entire wealth spectrum. It includes the Private Bank, J.P. Morgan Securities, and Chase Wealth Management. The Wealth Management Insurance and Retirement Solutions (IRS) 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 in retirement by offering tax-advantaged asset growth, guaranteed income, and financial security for their families and businesses. 

Job Description:

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.

Responsibilities include:

  • 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

Required Qualifications, Skills and Capabilities:

  • 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

Preferred Qualifications, Skills and Capabilities:

  • 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
  • FINRA Series 7 and 66 (not required)
  • Life, Health and Variable Life Insurance licensing (not required) 

  • Senior Analyst, Risk Management, Control and Governance- Business Continuity Specialist

    2 weeks ago

    Jersey City, New Jersey, United States Verisk Full time

    Job DescriptionThe Business Continuity Specialist is expected to apply a deep understanding of evolving disruption risks and industry trends to deliver efficient and effective business continuity plans that satisfy all regulatory, compliance, and customer requirements, enabling Verisk to establish a competitive advantage in the marketplace. The applicant...

  • UX Researcher II

    2 days ago

    Jersey City, New Jersey, United States hackajob Full time

    hackajob*is collaborating withVerisk*to connect them with exceptional tech professionals for this role.Verisk Underwriting Solutions, Core Lines, is redefining our customer experience. Our Reimagine program is focused on modernizing our Forms, Rules and Loss Cost product and enabling delivery through a digital platform, enabling consumption and integration...

  • UX Researcher II

    3 days ago

    Jersey City, New Jersey, United States Verisk Full time

    Job DescriptionVerisk Underwriting Solutions, Core Lines, is redefining our customer experience. Our Reimagine program is focused on modernizing our Forms, Rules and Loss Cost product and enabling delivery through a digital platform, enabling consumption and integration into customer workflows.This role focuses on enhancing the efficiency of our Core Lines...

  • Vice President, Annuity Product Management

    4 weeks ago

    Jersey City, United States Corebridge Financial Full time

    Vice President, Annuity Product Management Join to apply for the Vice President, Annuity Product Management role at Corebridge Financial Vice President, Annuity Product Management 1 day ago Be among the first 25 applicants Join to apply for the Vice President, Annuity Product Management role at Corebridge Financial Who We Are At Corebridge Financial, we...

  • IP Docketing Specialist

    1 week ago

    Kansas City, United States Stinson LLP Full time

    SummaryThe IP Docketing Specialist performs all actions required to maintain worldwide patent protection for assigned client portfolios, and coordinates with client, in-house attorney, foreign associate and annuity service. This position reports to the Senior IP Administrator. Please submit your application by no later than days following the posted date....

  • IP Docketing Specialist

    3 weeks ago

    Kansas City, United States Stinson Co Full time

    Description Summary The IP Docketing Specialist performs all actions required to maintain worldwide patent protection for assigned client portfolios, and coordinates with client, in-house attorney, foreign associate and annuity service. This position reports to the Senior IP Administrator. Please submit your application by no later than 45 days following the...

  • IP Docketing Specialist

    2 days ago

    Kansas City, MO, United States Stinson Co Full time

    Description Summary The IP Docketing Specialist performs all actions required to maintain worldwide patent protection for assigned client portfolios, and coordinates with client, in-house attorney, foreign associate and annuity service. This position reports to the Senior IP Administrator. Please submit your application by no later than 45 days following the...

  • IP Docketing Specialist

    1 week ago

    Kansas City, MO, United States Stinson Co Full time

    Description Summary The IP Docketing Specialist performs all actions required to maintain worldwide patent protection for assigned client portfolios, and coordinates with client, in-house attorney, foreign associate and annuity service. This position reports to the Senior IP Administrator. Please submit your application by no later than 45 days following the...

  • IP Docketing Specialist

    2 weeks ago

    Kansas City, MO, United States Stinson Co Full time

    Description Summary The IP Docketing Specialist performs all actions required to maintain worldwide patent protection for assigned client portfolios, and coordinates with client, in-house attorney, foreign associate and annuity service. This position reports to the Senior IP Administrator. Please submit your application by no later than 45 days following the...

  • IP Docketing Specialist

    2 weeks ago

    Kansas City, MO, United States Stinson Co Full time

    Description Summary The IP Docketing Specialist performs all actions required to maintain worldwide patent protection for assigned client portfolios, and coordinates with client, in-house attorney, foreign associate and annuity service. This position reports to the Senior IP Administrator. Please submit your application by no later than 45 days following the...

  • IP Docketing Specialist

    1 week ago

    Kansas City, MO, United States Stinson Co Full time

    Description Summary The IP Docketing Specialist performs all actions required to maintain worldwide patent protection for assigned client portfolios, and coordinates with client, in-house attorney, foreign associate and annuity service. This position reports to the Senior IP Administrator. Please submit your application by no later than 45 days following the...

  • IP Docketing Specialist

    1 hour ago

    Kansas City, MO, United States Stinson Co Full time

    Description Summary The IP Docketing Specialist performs all actions required to maintain worldwide patent protection for assigned client portfolios, and coordinates with client, in-house attorney, foreign associate and annuity service. This position reports to the Senior IP Administrator. Please submit your application by no later than 45 days following the...

  • J.P. Morgan Wealth Management

    4 days ago

    Jersey City, United States Chase Full time

    Product SpecialistThe J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and...