The Annuity Specialist Associate will support the growth and development of the Annuity business, through partnerships with teams and advisors across Wealth Management channels at J.P. Morgan. This role involves leading proactive annuity sales, product training, and planning engagement within the Chase Wealth Management division. Responsibilities include managing a divisional sales territory, collaborating with carrier partners, presenting on annuity topics, leading calls, developing sales initiatives, and maintaining strong relationships with field management and advisors. The role requires a minimum of 5 years of experience working with financial advisors, strong communication skills, analytical abilities, and relevant licenses such as Series 6 & 63.
