Annuity Solutions Consultant

The Jackson National Life Insurance Company; Nashville (TN); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Bonuses

Health insurance

401(k) match

Adoption assistance

Education match

Tuition program

Job summary

The Jackson National Life Insurance Company is hiring a Client Consultant to deliver high-touch service, coordinate operations, and provide consultative guidance to consumers, financial professionals, and internal stakeholders in the annuity space.

You will educate clients on Jackson’s product offerings, present best interest recommendations, and guide them through the application process while maintaining strict regulatory compliance and a superior client experience.

Qualifications

• Bachelor's degree required.
• 1+ years of client-facing experience in financial services.
• SIE certification required.
• FINRA Series 6/7 and Series 63 licenses required.
• State insurance license required.

Responsibilities

• Support the sales process for annuity products with leads and advisors.
• Educate clients on product offerings and recommended strategies.
• Coordinate and review application materials for accuracy and completeness.
• Maintain client records and run illustrations in CRM systems.
• Ensure regulatory compliance and provide excellent client service.

Skills

Annuity products knowledge

Client communication

Financial services experience

Regulatory compliance

Attention to detail

Education

Bachelor's degree

Tools

CRM systems

Electronic order entry systems

Job description

The Jackson National Life Insurance Company is hiring a Client Consultant to deliver high-touch service, coordinate operations, and provide consultative guidance to consumers, financial professionals, and internal stakeholders in the annuity space.

You will educate clients on Jackson’s product offerings, present best interest recommendations, and guide them through the application process while maintaining strict regulatory compliance and a superior client experience.