Wealth Management, Life Insurance Specialist, Executive Director (LA/Chicago/Dallas) - JPMorgan Chase & : Job Details

JobID: 210521111

Category: Product Management

JobSchedule: Full time

Posted Date: 2024-11-14T15:46:21+00:00

JobShift:

Base Pay/Salary: Los Angeles,CA $170,000.00-$350,000.00; New York,NY $170,000.00-$350,000.00

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.