Wealth Management, Insurance & Retirement Solutions – Insurance Specialist, Analyst

The Insurance Specialist will support the growth and development of the Annuity and Life Insurance business through partnerships with teams and advisors across Wealth Management channels at J.P. Morgan. Annuity and insurance solutions are leveraged to meet client wealth planning needs. This role will support all three lines of business, across the wealth spectrum are requires coordination across functions to deliver a world-class offering and client experience. The ideal candidate will have a working knowledge of the annuity and life insurance industry.

Job Responsibilities:

• Develop effective relationships with internal and external partners to deliver annuity and insurance solutions to our clients
• Collaborate with the Specialists and Practice Leaders to promote the integration of insurance solutions into client’s holistic planning
• Educate advisors on financial products and the process of delivering insurance solutions
• Support advisors through the sales process: responding to inbound product and service support calls
• Maintain an entrepreneurial attitude in the daily management of responsibilities to the partnership with advisors
• Reporting daily activity metrics, including call volumes
• Comfort operating in a fast-paced environment and responding to high call volumes

Attributes:

• Strong verbal and written communication skills
• Must have MS PowerPoint and MS Excel skills
• Research and analysis skills, with the ability to synthesize and interpret data
• Must be able to demonstrate flexibility and adaptability and the 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

Required Qualifications, Skills and Capabilities:

• Bachelor's degree strongly preferred or equivalent work experience
• 2+ years within the financial services industry
• Experience working with advisors
• Excellent relationship building and 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 SIE, Series 7 and 66, or willingness to take both exams within the required time frame
• Life and Health Insurance licensing, or willingness to take exams within required timeframe

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.

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, nationa