As a Annuity Advisor ,you will work in a team based office environment to offer annuities planning and advice to clients by helping to identify appropriate products/services that meet all of their financial needs. You are responsible for providing an exceptional client experience through remote channels by understanding client needs and helping them achieve their financial goals. You have a passion for educating clients on Annuity products, technology and channels available to them to better monitor, maintain, and handle their investments.
Job responsibilities:
Leverage a solid understanding of financial markets, with a particular emphasis on annuities, to effectively simplify complex financial concepts while building rapport and credibility with our clients.
Deliver exceptional client experience by adapting conversations to meet the needs of a diverse client base
Possess and continue building on a broad range of investment products, with a primary focus on annuity products and account types, to provide comprehensive solutions to clients.
Understand client needs and provide advice and strategies to achieve their investment goals
Maintain a high level of personal organization and the ability to manage multiple priorities in a fast- paced environment; adaptive to change especially in the context of evolving financial markets and regulations.
Engage with clients through calls to educate them on annuity products, providing clear explanations and guidance.
Build and keep strong connections with colleagues and outside partners to promote annuity solutions, strengthen relationships, and provide personalized financial advice to clients.
Required qualifications, capabilities, and skills:
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment
Life and Health Insurance licenses (This role requires you to be licensed in all states)
Be flexible and adaptable, especially when working under pressure.
Use critical thinking and logic to solve problems, and think creatively and \"outside the box.\"
Organize your tasks and manage your time well to handle multiple priorities effectively.
Preferred qualifications, capabilities, and skills:
3 years of relevant Financial services or brokerage experience preferred
Bachelor's degree preferred
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of 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, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans