JPMorgan Private Bank Life Insurance Specialist 

United States, Illinois, Chicago 

581578972

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:

• Develops and manages advisor campaigns and tracks success results based on statistical data from key performance indicators
• Responsible for building new and maintaining existing relationships with advisors to increase adoption of life insurance solutions – ensuring trust from advisors is crucial for the successful execution of the job
• Conduct calls with financial advisors and clients to educate on life insurance 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 life insurance solutions
• Provide proactive and reactive advice and guidance to advisors around structuring life insurance 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 manage life insurance solutions, develop deeper relationships and deliver Goals Based Advice solutions for clients
• 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 the Private Bank preferably and a leadership role
• Experience in working with advisors a plus
• 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