RIA External Consultant - AZ, UT, NM

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

Benefits offered by this job

Competitive pay

Bonuses

Comprehensive health insurance

Matching 401(k) retirement plan

Adoption assistance

Education matching gift program

Dependent tuition program

Job summary

The Jackson National Life Insurance Company is seeking a driven RIA External Consultant to grow the Independent Registered Investment Adviser channel across AZ, UT, and NM. You will build relationships, lead meetings and seminars, and keep advisers informed about Jackson products and platform enhancements.

You will travel up to 25% of the time, conduct training sessions, and partner with internal wholesalers to maximize territory sales.

Qualifications

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

Responsibilities

• Works closely with the VP, RIA Sales to develop an appropriate business plan to maximize territorial sales.
• Conducts product and sales training through individual and group training sessions, seminars, workshops, and branch meetings.
• Strategically plans and manages the deployment of resources to maximize territory sales while being responsible for budget and expenses.
• Works with Internal Wholesaler to identify and foster leads from referrals, campaigns, and territory canvassing, and meeting follow-up.
• Uses Jackson databases to create and maintain adviser profiles and data on sales activity.
• Uses CRM system to communicate with internal partners.
• Operates in a hybrid wholesaling capacity with up to 25% field time, video meetings, and outreach via phone/email/virtual meetings.
• Performs other duties and projects as assigned.

Skills

Independent work

Presentation skills

Sales experience

Territory management

CRM experience

Education

Bachelor's Degree

Tools

CRM software

PowerPoint

MS Office

Job description

If you are an internal associate, please login to Workday and apply through Jobs Hub.

Job Purpose

The RIA External Consultant is responsible for creating new and managing existing relationships in the Independent Registered Investment Adviser channel to increase Jackson Sales in the given territory. This is accomplished through meetings, seminars, campaigns, and follow up. The RIA External Consultant is responsible for keeping advisers informed of Jackson's rapidly changing product and service/platform enhancements.

Territory is located in AZ, UT and NM. Candidate must live in the territory.

Essential Responsibilities

• Works closely with the VP, RIA Sales to develop an appropriate business plan to maximize territorial sales.
• Conducts product and sales training through individual and group training sessions, seminars, workshops, and branch meetings.
• Strategically plans and manages the deployment of resources to maximize territory sales while being responsible for budget and expenses.
• Works in conjunction with an Internal Wholesaler to identify and foster leads generated from referrals, campaigns, and territory canvassing, and meeting follow-up.
• Utilizes Jackson databases to create and maintain adviser profiles and data on sales activity.
• Utilizes CRM system to communicate effectively with internal partners.
• Operates in a "hybrid" wholesaling capacity which entails spending up to 25% of time in the field, running "video" virtual meetings, and engaging with Advisors through traditional avenues such as telephone, email, and virtual meetings.
• Other Duties Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities

• Strong ability to work independently and to communicate clearly and concisely.
• Ability to create and deliver effective presentations to current and prospective advisers.
• Thorough knowledge of sales and marketing principles and practices.
• Expected to maintain knowledge of existing Jackson products, new or enhanced Jackson products, Jackson Marketing Campaigns, and Jackson's RIA Platform capabilities.
• Ability to identify and position Jackson products and services, utilizing financial planning tools and platforms commonly used by independent RIAs.
• Proven ability to grow a territory as measured by sales, active adviser count, and persistency of business.
• Strong aptitude for technology, including software applications, e-mail, and database management from remote locations.
• Excellent prospecting skills.
• Meet activity requirements.
• Ability to travel up to 25% of the time.

Qualifications

• Bachelor's Degree required.
• 3+ years of sales experience in investments, mutual funds, insurance, or annuities required.
• 5+ years of experience preferred.
• Prior annuity or investment external wholesaling experience preferred.
• FINRA SIE, FINRA Series 6 or 7, FINRA Series 63, State Insurance License required.
• Additional registrations as necessary due to changes in regulatory requirements.
• Possesses or is actively pursuing industry designations or advanced degree (CFA, CFP, CIMA, etc.) preferred.

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.

Base Pay: $70,000.00.

The amount listed reflects base salary only.

In addition to the base salary, this role is eligible to participate in our annual bonus program and will be eligible to earn special compensation based on sales.

This role will also be eligible for compensated personal time off and holidays, health benefits, 401(k) plan with generous matching and other benefit programs according to the Company's employment policies and subject to the formal terms of such plans and programs.

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 is the marketing name for 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.

Annuities are distributed by Jackson National Life Distributors LLC, Member FINRA.

Benefits

• Competitive pay
• Bonuses
• Comprehensive health insurance benefits
• Matching 401(k) retirement plan
• Adoption assistance
• Education matching gift program
• Dependent tuition program

Contact [e-mail] for alternate formats for accommodation.

To learn more about Jackson's financial strength and results, visit jackson.com.