RIA External Consultant — Hybrid Field & Virtual Engagement

Jackson; Oregon; Hybrid; USD 63,000 - 77,000; Full time

Benefits offered by this job

Annual bonus

Health benefits

401(k) plan

Job summary

Jackson is seeking an RIA External Consultant to build and manage relationships with Independent Registered Investment Advisers in TN, AR, LA, AL, MS. You will conduct meetings, seminars, and campaigns to drive territory sales and keep advisers informed of Jackson's product enhancements.

The role requires a Bachelor's degree, 3+ years in investments sales, and FINRA/SIE and Series licenses with an Industry designation preferred.

Qualifications

• Bachelor's degree required.
• 3+ years of sales experience in investments, mutual funds, insurance, or annuities.
• 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 regulatory changes.
• Industry designations (CFA/CFP/CIMA) preferred.

Responsibilities

• Develops and executes a business plan to maximize territorial sales.
• Conducts product and sales training through sessions, seminars, and meetings.
• Manages resources and budget to maximize territory sales.
• Leads referrals and campaigns with internal wholesalers and advisers.
• Maintains adviser profiles and sales activity data in Jackson databases.
• Communicates effectively with internal partners via CRM and tools.
• Spends up to 25% of time in the field, including video meetings and calls.

Skills

Relationship building

Executive presentation

Independent work

Territory management

Strong communication

Education

Bachelor's Degree

FINRA SIE

FINRA Series 6 or 7

FINRA Series 63

State Insurance License

CFA/CFP preferred

Tools

CRM systems

Microsoft Office

Financial planning tools

Job description

Jackson is seeking an RIA External Consultant to build and manage relationships with Independent Registered Investment Advisers in TN, AR, LA, AL, MS. You will conduct meetings, seminars, and campaigns to drive territory sales and keep advisers informed of Jackson's product enhancements.

The role requires a Bachelor's degree, 3+ years in investments sales, and FINRA/SIE and Series licenses with an Industry designation preferred.