Wealth Management, Life Insurance Specialist, Executive Director (LA/Chicago/Dallas/NYC) - JPMorgan Chase
Los Angeles, CA
About the Job
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. 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 Responsibilities:
+ 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 strongly preferred 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
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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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
Base Pay/Salary
New York,NY $142,500.00 - $300,000.00 / year; Los Angeles,CA $142,500.00 - $300,000.00 / year
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 Responsibilities:
+ 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 strongly preferred 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
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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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
Base Pay/Salary
New York,NY $142,500.00 - $300,000.00 / year; Los Angeles,CA $142,500.00 - $300,000.00 / year
Source : JPMorgan Chase