Finance Services Trainee - Path to Client Consultant

The Jackson National Life Insurance Company; Nashville (TN); On-site; USD 45,000 - 55,000; Full time

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

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.