Life Insurance and Annuity Associate

Welcome to Chase Bank! We are a leading financial institution, committed to helping our customers achieve their financial goals and secure their future. We are currently seeking a highly motivated and customer-oriented individual to join our team as a Life Insurance and Annuity Associate. In this role, you will play a crucial role in educating and guiding our customers towards making informed decisions about their life insurance and annuity needs. If you have a passion for helping others, excellent communication skills, and a strong understanding of financial products, we encourage you to apply for this exciting opportunity.

1. Educate customers on the importance of life insurance and annuities in securing their financial future.
2. Assist customers in understanding the various life insurance and annuity products offered by Chase Bank.
3. Guide customers in selecting the most suitable life insurance and annuity products based on their individual needs and financial goals.
4. Provide excellent customer service by addressing any questions or concerns related to life insurance and annuities.
5. Conduct thorough financial needs analysis for customers to determine their insurance and annuity needs.
6. Stay updated on industry trends and changes in policies and products to better assist customers.
7. Collaborate with other team members to ensure a seamless customer experience.
8. Maintain accurate and detailed records of customer interactions and transactions.
9. Adhere to all regulatory and compliance requirements regarding life insurance and annuities.
10. Continuously seek opportunities to improve sales and customer satisfaction.
11. Participate in training and development programs to enhance knowledge and skills related to life insurance and annuities.
12. Uphold the values and standards of Chase Bank in all interactions with customers and colleagues.
13. Meet or exceed sales targets and contribute to the overall success of the team.
14. Proactively identify and communicate potential risks or issues related to customer accounts or transactions.
15. Maintain confidentiality and protect sensitive customer information.

According to JobzMall, the average salary range for a Life Insurance and Annuity Associate in Jersey City, NJ, USA is $50,000 - $65,000 per year. This may vary depending on the specific company, experience level, and other factors.

JPMorgan Chase Bank, N.A., doing business as Chase Bank, is a national bank headquartered in Manhattan, New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase.