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How do I apply for the Vice President, Divisional Annuity Specialist job at JP Morgan?

Click the Apply Now button on this page to apply for the Vice President, Divisional Annuity Specialist position at JP Morgan. You will be redirected to the original job listing to complete your application.

Where is the Vice President, Divisional Annuity Specialist position located?

This Vice President, Divisional Annuity Specialist role is based in Jersey City, United States.

Vice President, Divisional Annuity Specialist

🏢 JP Morgan

📍 Jersey City, United StatesFull-timeOn-site

📅 Posted: 3mo ago🔄 Updated: 3mo ago

CV%

✨ AI Summary

J.P. Morgan Asset & Wealth Management is seeking a Vice President, Divisional Annuity Specialist to support advisors within its Wealth Management divisions. This role focuses on leveraging annuity solutions to meet client investment and income needs within the Goals Based Advice Framework. The specialist will manage an assigned geographic territory, collaborate across business lines, and possess in-depth knowledge of the annuity and retirement industry. Key responsibilities include managing advisor relationships, developing campaigns, educating advisors on annuity products, and partnering to execute divisional plans. The role requires a strong entrepreneurial attitude and a focus on delivering exceptional client experiences. Required qualifications include 5 years of financial services experience as an external wholesaler or with annuity sales experience, excellent relationship building and communication skills, and the ability to multitask in a fast-paced team environment. Candidates must hold FINRA 7 and 66 (or 63 & 65) licenses, and an active Life & Health insurance license. A Bachelor's degree or equivalent work experience is strongly preferred.

🎁 Benefits & Perks

Competitive total rewards package including base salary, commission-based pay and/or discretionary incentive compensation, comprehensive health care coverage, on-site health and wellness centers, retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching.

Requirements

Requires 5 years of financial services experience as an external wholesaler or with annuity sales experience. Must possess FINRA 7 and 66 (or 63 & 65) licenses, and an active Life & Health insurance license. Excellent relationship building, written, and verbal communication skills are essential, along with the ability to multitask and work independently in a fast-paced environment. A Bachelor's degree is strongly preferred.

Description

J.P. Morgan Asset & Wealth Management 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. For individual and institutional investors, the business provides retirement plan programs, products and services, brokerage and banking services including trusts and estates, loans, mortgages, and deposits.

As the Western Divisional Annuity Specialist, you will support advisors within J.P. Morgan's Wealth Management divisions (Chase Wealth Management and JPMorgan Securities) by leveraging annuity solutions to address client investment and income needs within the Goals Based Advice Framework. This role involves managing an assigned geographic territory and requires seamless collaboration across various business lines and functions to deliver an exceptional client experience. The Annuity Specialist will possess in-depth knowledge of the annuity and retirement industry and be adept at balancing sales and service support for the product. Additionally, the specialist will work closely with Wealth Management field leaders to promote annuity product diversification and awareness.

Job Responsibilities:

Manage a region while maintaining an entrepreneurial attitude in the daily territory management and partnership with advisors
Develop and manage advisor campaigns and tracks success results based on statistical data from key performance indicators
Drive new and maintain existing relationships with advisors to increase adoption of annuity solutions – ensuring trust from advisors is crucial for the successful execution of the job
Conduct calls with financial advisors and clients to educate on annuity products – additionally, actively consult and advise advisors to provide them with value-added strategies to increase advisor adoption
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
Partnering with an internal specialist, be responsible for developing and executing a comprehensive divisional plan to support the region/market
Provide proactive and reactive advice and guidance to advisors around structuring annuity solutions for clients
Coordinating, planning, and presenting educational webinars for advisors in addition to other marketing campaigns
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 client
Required Qualifications, Skills and Capabilities:
5 years within financial services as an external wholesaler, or having annuity sales experience
Excellent relationship building experience, 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 7 and 66 (or 63 & 65) required
Active Life & Health insurance license
Preferred Qualifications, Skills and Capabilities:
Bachelor's degree strongly preferred or equivalent work experience
Experience in working with advisors a plus