Internal Wholesaler Associate (October/November 2026 start date)

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

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.