Inside Wholesaler Associate - Finance Sales

Jackson; Nashville (TN); On-site; USD 60,000 - 90,000; Full time

Job summary

Jackson in Nashville is seeking an Internal Wholesaler Associate eager to learn our products, sales and marketing through structured training, territory management and analytics projects. You will support advisors, produce presentations, and help uncover new business opportunities while developing essential industry knowledge.

Within 2–3 months, the role aims to prepare you for advancement to an Internal Wholesaler or RIA Internal Consultant, with increasing responsibility and exposure to

Qualifications

• Bachelor's degree or equivalent work experience required.
• Prior financial services experience required.
• Successful completion of Jackson's Internal Annuity Wholesaler training program (10-12 weeks) required.
• Securities Industry Essentials (SIE) required.
• FINRA Series 6 or 7, State Insurance License required.

Responsibilities

• Completes training and develops essential knowledge of Jackson products.
• Learns Jackson’s systems, sales model, and products.
• Makes proactive outbound sales calls with existing and prospective representatives to uncover opportunities.
• Investigates sales opportunities through territory data analysis and follow up.
• Assists advisors with illustrations, accurate product information and marketing materials.
• Provides product information and sales support to Jackson agents and prospects.

Skills

Outbound sales calls

Relationship building

Communication skills

Self-motivation

Multi-tasking

Education

Bachelor's degree or equivalent work experience

Job description

Jackson in Nashville is seeking an Internal Wholesaler Associate eager to learn our products, sales and marketing through structured training, territory management and analytics projects. You will support advisors, produce presentations, and help uncover new business opportunities while developing essential industry knowledge.

Within 2–3 months, the role aims to prepare you for advancement to an Internal Wholesaler or RIA Internal Consultant, with increasing responsibility and exposure to