Client Consultant Trainee

The Jackson National Life Insurance Company

Nashville (TN)

On-site

USD 45,000 - 55,000

Full time

6 days ago

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Benefits offered by this job

Competitive pay

Bonuses

Health insurance

401(k) retirement plan

Adoption assistance

Education matching gift program

Dependent tuition program

Job summary

The Jackson National Life Insurance Company is offering a Client Consultant Trainee program for motivated individuals to gain experience in the financial services industry. Trainees will perform administrative tasks while studying for industry licenses, preparing them for a future role as a Client Consultant.

You will support client onboarding, maintain accurate records, and learn about Jackson's products and services.

Qualifications

Strong interpersonal and communication skills, both verbal and written.
Excellent organizational skills and attention to detail.
Ability to manage multiple priorities in a fast-paced environment.
Demonstrated initiative, curiosity, and desire to learn about financial products.

Responsibilities

Provides administrative and operational support to the Client Consultant team.
Assists with client onboarding and application processing.
Coordinates communication between internal stakeholders and clients.
Participates in training sessions to learn about Jackson's products.

Skills

Interpersonal skills

Communication skills

Organizational skills

Analytical skills

Problem-solving skills

Microsoft Office

Client service

Education

Bachelor's Degree or equivalent experience

Prior financial services industry experience

Degree in personal financial planning

Job description

Job Purpose

The Client Consultant Trainee program provides motivated individuals with an opportunity to gain foundational experience in the financial services industry while preparing for a future role as a Client Consultant. Trainees will support the Client Consultant team by performing administrative and operational tasks while simultaneously studying for required industry licenses. This role is designed to develop the knowledge, skills, and credentials necessary to transition into a Client Consultant position upon attainment of required licenses and demonstration of performance standards.

Essential Responsibilities

Provides administrative and operational support to the Client Consultant team, including maintaining accurate client and case records, preparing documentation, and updating CRM systems.
Assists with client onboarding, application processing, and follow-up activities to ensure a seamless client experience.
Coordinates communication between internal stakeholders, financial professionals, and clients to support the sales and service process.
Tracks case statuses, monitors outstanding requirements, and ensures timely resolution of pending items.
Participates in training sessions to learn about Jackson's products, systems, and the financial services industry.
Studies for and obtains required licenses (SIE, Series 6 or 7, Series 63, and State Insurance License) within the designated timeframe.
Observes and shadows Client Consultants to gain exposure to client interactions, product recommendations, and best-interest practices.
Contributes to process improvement initiatives and supports departmental projects as assigned.

Other Duties

Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities

Strong interpersonal and communication skills, both verbal and written. Excellent organizational skills and attention to detail. Ability to manage multiple priorities in a fast-paced environment. Demonstrated initiative, curiosity, and desire to learn about financial products and client service. Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook). Ability to work as a self-starter within the framework of a team environment. Strong analytical and problem-solving skills. Professional demeanor and commitment to providing exceptional client service.

Qualifications

Bachelor's Degree or equivalent experience required. Some prior financial services industry experience or a degree in personal financial planning (or a similar field) required.

FINRA SIE, FINRA Series 6 or 7, FINRA Series 63, State Insurance License within 90 Days required. Individuals without required registrations will be limited in job function until all registrations are obtained.

Equality and Diversity

Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity.

Company facilities and campuses are tobacco-free environments.

Company Culture

At Jackson, our employees are empowered to bring a fresh perspective, confront new challenges, and define their own career paths. We value the unique perspectives and innovative ideas that come from our employees' diverse backgrounds.

Jackson is the marketing name for Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and Jackson National Life Insurance Company of New York (Home Office: Purchase, New York). Jackson National Asset Management, LLC (JNAM) located in Chicago, Illinois, is an SEC-registered investment adviser and Jackson subsidiary. Annuities are distributed by Jackson National Life Distributors LLC, Member FINRA.

Benefits