Hybrid RIA Field Consultant - Territory Growth & Training

The Jackson National Life Insurance Company; Nashville (TN); Hybrid; USD 63,000 - 77,000; Full time

Benefits offered by this job

Competitive pay

Bonuses

Health insurance benefits

401(k) matching

Adoption assistance

Education matching gift program

Dependent tuition program

Job summary

The Jackson National Life Insurance Company is seeking an RIA External Consultant to expand and manage relationships with independent RIAs in designated territories. You will conduct meetings, seminars, and campaigns to drive Jackson sales and keep advisers informed of product and platform updates.

This hybrid role requires strong presentation skills, the ability to travel up to 25%, and a proven track record in investments or insurance sales.

Qualifications

• Bachelor's degree required.
• 3+ years of sales experience in investments, mutual funds, insurance, or annuities.
• 5+ years of experience preferred.
• FINRA SIE, FINRA Series 6 or 7, FINRA Series 63, State Insurance License required.

Responsibilities

• Develops a business plan with the VP, RIA Sales to maximize territorial sales.
• Conducts product and sales training through seminars, workshops, and branch meetings.
• Manages resources to maximize territory sales within budget and expenses.
• Identifies and nurtures leads from referrals, campaigns, and canvassing; handles follow-up.

Skills

Strong communication

Presentation skills

Independent worker

Travel readiness

Education

Bachelor's Degree

FINRA SIE/Series 6/7/63 licenses (preferred)

Tools

CRM system

Jackson databases

Job description

The Jackson National Life Insurance Company is seeking an RIA External Consultant to expand and manage relationships with independent RIAs in designated territories. You will conduct meetings, seminars, and campaigns to drive Jackson sales and keep advisers informed of product and platform updates.

This hybrid role requires strong presentation skills, the ability to travel up to 25%, and a proven track record in investments or insurance sales.