Client Consultant: Annuity Solutions Advisor

Jackson; Nashville (TN); On-site; USD 55,000 - 75,000; Full time

Job summary

Jackson in Nashville seeks a Client Consultant to support the diversification strategy by delivering high-touch service, coordinating operations, and guiding clients through the annuity sales process. You will educate consumers and financial professionals about Jackson's products, present suitable recommendations, and ensure compliant, timely processing from application to funding.

This role requires collaboration across Sales and Operations, effective communication, attention to detail, and the

Qualifications

• Bachelor's Degree required.
• 1+ years in client- or advisor-facing roles in the financial services industry.
• SIE certification required.
• FINRA Series 6 or 7, FINRA Series 63, State Insurance License required.
• Experience using electronic annuity order entry systems.

Responsibilities

• Works with marketing-sourced and advisor-referred leads to facilitate the sales process for annuity products.
• Educates consumers and referred clients on Jackson’s product offerings, identifies opportunities to integrate annuities into their financial plans, presents best interest product recommendations, and guides prospects through the application process.
• Communicates clearly, professionally, and in a timely manner with clients, financial professionals, and internal partners to ensure a seamless experience.
• Collaborates with internal stakeholders across Sales and Operations to ensure completeness and accuracy of application materials and provide an exemplary service experience.
• Partners with external stakeholders to assess prospective clients’ financial goals and circumstances and present appropriate annuity solutions that align with the client’s overall financial strategy.
• Manages opportunities and client documentation within customer relationship management systems; runs illustrations and ensures accurate completion of new business applications.
• Handles trading and portfolio rebalancing and facilitates withdrawals for clients as required by product line and business model.
• Maintains accurate and timely client records, opportunity information, and other documentation in CRM and other systems.
• Supports campaign execution, including consumer registration and orientation meetings.
• Supports business initiatives by contributing to process documentation, promoting continuous improvement, and ensuring compliance with all firm and industry regulations.
• Acts as a point of contact for Jackson employees participating in the Employee Purchase Program.
• Provides expertise and acts as a resource to other Jackson teams.
• Assists with onboarding and training of new team members across departments, sharing best practices and supporting a culture of learning and collaboration.

Skills

Insurance industry expertise

Annuity product knowledge

Financial product analysis

Risk assessment

Client communication

Education

Bachelor's Degree

Tools

Electronic annuity order entry systems

Job description

Jackson in Nashville seeks a Client Consultant to support the diversification strategy by delivering high-touch service, coordinating operations, and guiding clients through the annuity sales process. You will educate consumers and financial professionals about Jackson's products, present suitable recommendations, and ensure compliant, timely processing from application to funding.

This role requires collaboration across Sales and Operations, effective communication, attention to detail, and the