Future Financial Services Internal Wholesaler Trainee

Jackson; Nashville (TN); On-site; USD 40,000 - 60,000; Full time

Job summary

Jackson is offering an Internal Wholesaler Training Program in Nashville to develop the skills required for a sales career in financial services. The program aims to prepare participants to become an Internal Wholesaler or RIA Internal Consultant within about 5–8 months of hire.

Program participants will obtain SIE, Series 6/63, and State Life Insurance licenses, plus relevant FINRA licensing if needed, while learning Jackson’s systems and products and participating in comprehensive training.

Qualifications

• Bachelor's Degree or equivalent experience required.
• FINRA SIE, Series 6 or 7, Series 63, State Insurance License required.
• If registrations are not held, 90 days to obtain them but limited in job function until complete.

Responsibilities

• Obtain SIE, Series 6, 63 and State Life Insurance License within 90 days.
• Completes assigned projects in a timely manner.
• Learns Jackson's systems, sales model, and products.
• Participates in trainings and develops knowledge of the financial services industry.
• Works with Internal Wholesalers and RIA Internal Consultants to learn wholesaling, territory management, and product sales.
• Completes New Hire Product Training and Supplemental Training.
• Performs other duties and/or projects as assigned.

Skills

Interpersonal skills

Written communication

Attention to detail

Strong work ethic

Computer proficiency

Critical thinking

Self-driven

Competitive mindset

Education

Bachelor's Degree or equivalent

Job description

Jackson is offering an Internal Wholesaler Training Program in Nashville to develop the skills required for a sales career in financial services. The program aims to prepare participants to become an Internal Wholesaler or RIA Internal Consultant within about 5–8 months of hire.

Program participants will obtain SIE, Series 6/63, and State Life Insurance licenses, plus relevant FINRA licensing if needed, while learning Jackson’s systems and products and participating in comprehensive training.