Life Insurance and Annuity Associate

At Chase Bank, we believe in helping our customers plan for their financial future and protect their loved ones. That’s why we are seeking a dynamic and motivated Life Insurance and Annuity Associate to join our team. As a vital member of our insurance and annuity department, you will have the opportunity to make a positive impact on our customers’ lives by providing them with the protection and security they need. If you are passionate about helping others and possess a strong understanding of insurance and annuity products, we want you on our team. Join us at Chase Bank and take the first step towards a rewarding career in the financial services industry.

1. Provide excellent customer service by understanding the financial needs of our customers and recommending the appropriate life insurance and annuity products to meet those needs.
2. Conduct thorough research and analysis of various insurance and annuity products to stay updated on industry trends and changes.
3. Collaborate with other team members and departments to ensure seamless delivery of insurance and annuity products to customers.
4. Maintain accurate and up-to-date records of customer interactions and insurance policies.
5. Educate customers on the benefits and features of different insurance and annuity products, as well as any potential risks.
6. Follow all company and industry regulations and guidelines to ensure compliance and ethical practices.
7. Act as a liaison between customers and insurance companies to resolve any issues or concerns.
8. Maintain a strong understanding of the competitive landscape and use that knowledge to effectively promote and differentiate our insurance and annuity products.
9. Continuously seek opportunities to improve processes and procedures to enhance customer experience and increase efficiency.
10. Participate in training and development programs to enhance knowledge and skills related to insurance and annuity products.
11. Collaborate with marketing and sales teams to develop strategies for promoting insurance and annuity products to existing and potential customers.
12. Stay updated on industry developments, new products, and innovations to provide the best possible service to customers.
13. Handle confidential customer information with discretion and maintain a high level of professionalism at all times.
14. Meet or exceed individual and team sales goals to contribute to the overall success of the department and company.

According to JobzMall, the average salary range for a Life Insurance and Annuity Associate in San Antonio, TX, USA is between $45,000 and $60,000 per year. This can vary depending on the specific company, experience level, and additional skills and qualifications of the individual.

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.