Internal Wholesaler Associate (October/November 2026 start date)

The Jackson National Life Insurance Company; Nashville (TN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Bonuses

Health insurance

401(k) match

Adoption assistance

Education matching

Job summary

The Jackson National Life Insurance Company in Nashville, TN seeks an Internal Wholesaler Associate to learn our products, sales approach, and marketing. You will complete structured training, build sales presentations, manage territory data, and support advisors with detailed product information and marketing materials.

You will actively participate in training and development, perform outbound calls, and collaborate with the Sales Desk Manager to drive opportunities and relationships within

Qualifications

• Bachelor's degree or equivalent work experience.
• Finance/industry knowledge or experience preferred.
• SIE certification required.
• FINRA Series 6 or 7, Series 63, and state insurance license required.

Responsibilities

• Complete product training and learn Jackson products and sales model.
• Make outbound sales calls to strengthen relationships and uncover opportunities.
• Investigate opportunities through data analysis and follow-up.
• Assist advisors with illustrations, product information, and marketing materials.
• Collaborate with Sales Desk Manager on day-to-day activities.
• Provide product information and sales support to agents and prospects.
• Use Jackson databases to maintain representative profiles and sales activity data.
• Participate in weekly development plug-ins with other wholesalers and consultants.
• Engage in ongoing training and professional development.
• Contribute to other duties and projects as assigned.

Skills

Sales aptitude

Communication

Relationship skills

Time management

Multi-tasking

Adaptability

Detail-oriented

Self-motivation

Education

Bachelor's degree or equivalent

Job description

Job Purpose

The Internal Wholesaler Associate provides a highly motivated individual with an opportunity to learn about Jackson's products, sales and marketing. This is achieved by successfully completing Jackson's product training, working on projects entailing: Investment research, building sales presentations, territory management, and creating analysis spreadsheets. The Internal Wholesaler Associate role is designed to help an individual develop the skills necessary to become an Internal Wholesaler or RIA Internal Consultant within approximately 2-3 months after being hired.

Essential Responsibilities

• Completes training and develops essential knowledge and proficiency with regards to Jackson products.
• Learns Jackson’s systems, sales model, and products.
• Makes proactive outbound sales calls with existing and prospective representatives to strengthen and establish relationships and uncover new business opportunities.
• Investigates sales opportunities through proactive efforts, territory data analysis and impeccable follow up.
• Assists advisors with illustrations, accurate product information and marketing materials.
• Works closely with the Sales Desk Manager to assist in day-to-day activities.
• Provides product information and sales support to Jackson agents and prospects.
• Utilizes Jackson databases to create and maintain representative profile levels and data on current and proposed sales activity.
• Conducts weekly plug-ins with other internal wholesalers or RIA Internal Consultants as development to aid in conversations with advisors.
• Actively participates in opportunities for training and continued professional-development offered by Jackson.
• Other Duties Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities

• Must have the ability to work in a challenging and competitive environment, while still collaborating and mentoring others.
• Possess strong self-motivation and be results driven to reach set activity and sales goals
• Strong aptitude to influence others and drive proactive future activity.
• Possess excellent verbal and written communication skills.
• Ability to effectively demonstrate self-management and relationship management skills at all levels.
• Proven ability to prioritize the many demands of the role with attention to detail and the ability to multi-task.
• Demonstrated commitment to resiliency, perseverance, and positivity.
• Proven to be adaptable in an ever-changing industry.
• Must be a detail-oriented, creative, well-organized self-starter.

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, FINRA Series 63, State Insurance License required.

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.

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 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.

Jackson companies offer an outstanding benefits package including:

• competitive pay
• bonuses
• comprehensive health insurance benefits
• a matching 401(k) retirement plan
• adoption assistance
• education matching gift program
• dependent tuition program