Job Description
The Life Insurance Specialist will provide support to advisors across JPMorgan Securities on utilizing life insurance solutions to meet client investment, wealth transfer and income planning needs around the Goals Based Advice Framework and is responsible for covering an assigned geographic territory. The candidate will be familiar with the life insurance and the retirement industry, and can effectively manage between sales and service support needs of the product.
J.P. Morgan Wealth Management serves clients across the entire wealth spectrum; including 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 Summary
As a Wealth Management, Life Insurance Specialist, Executive Director within J.P. Morgan Wealth Management, you will provide crucial support to advisors. You will utilize life insurance solutions to meet client investment, wealth transfer, and income planning needs. Your role will involve building and maintaining relationships with advisors, conducting meetings, coordinating educational webinars, and actively participating in the goals and objectives of the firm. This role offers the opportunity to work in a fast-paced team environment, contribute to our client's financial health, and deliver improved lifestyle outcomes.
Job Responsibilities
- Be responsible for building new and maintaining existing relationships with advisors to increase adoption of life insurance solutions with their clients – ensuring trust from advisors is crucial for the successful execution of the role
- Conduct meetings with financial advisors and clients to educate on and implement life insurance products at the point-of-sale – additionally, actively consult and advise advisors to provide them with value-added strategies to increase advisor adoption
- Collaborate with advisors to include insurance and wealth transfer planning applications in goals-based plans for clients; ability to educate advisors on life insurance products, planning applications, and the process of delivering life insurance solutions
- Coordinating, planning, and presenting educational webinars for advisors in addition to other marketing campaigns, and track success results based on statistical data and key performance indicators
- Maintain and manage relationships with internal and external partners in order to deliver a world class experience and scale the life insurance offering to the firm
- Actively participates and contributes to the goals and objectives of the firm by working collaboratively and fostering a positive and inclusive work environment
Required Qualifications, Skills And Capabilities
- Bachelor's degree or equivalent work experience
- Relevant years within financial services and a leadership role
- 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
- Motivated and independent worker with a sense of urgency and results focused
- FINRA 7 and 66 (or 63 & 65) required
- Active Life & Health insurance license
J.P. Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 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.
About Us
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
About The Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
