RIA External Consultant: Hybrid Field & Virtual Wholesaling

Jackson National Life Insurance Co.; United States; Hybrid; USD 63,000 - 77,000; Full time

Benefits offered by this job

Annual bonus program

Health benefits

401(k) plan with matching

Paid time off

Job summary

Jackson National Life Insurance Co. seeks an RIA External Consultant to grow and manage relationships in the Independent RIA channel across KY, WV, IL(S), IN(S), OH(S), PA(W), VA(W).

The role combines field and virtual engagements to expand sales and keep advisers informed of Jackson's product and platform enhancements. The position requires a Bachelor’s degree, 3+ years in investments/insurance sales (5+ preferred), FINRA licenses, and active state registration.

Qualifications

• Bachelor's Degree required.
• 3+ years of sales experience in investments, mutual funds, insurance, or annuities; 5+ years preferred.
• FINRA SIE, FINRA Series 6 or 7, FINRA Series 63, State Insurance License required.
• Possesses or is actively pursuing industry designations (CFA, CFP, CIMA, etc.) preferred.

Responsibilities

• Develops a business plan to maximize territorial sales with the VP, RIA Sales.
• Delivers product and sales training via sessions, seminars, and branch meetings.
• Plans resource deployment to maximize sales while managing budget and expenses.
• Identifies leads with Internal Wholesaler and maintains adviser data and activity.
• Maintains adviser profiles in Jackson databases and uses CRM for partner communication.
• Operates in a hybrid wholesaling capacity with up to 25% field time and virtual meetings.

Skills

Independent work

Clear communication

Presentation skills

Sales & marketing knowledge

Travel 25%

Prospecting skills

Tech aptitude

Education

Bachelor's Degree

Tools

CRM system

Jackson databases

Job description

Jackson National Life Insurance Co. seeks an RIA External Consultant to grow and manage relationships in the Independent RIA channel across KY, WV, IL(S), IN(S), OH(S), PA(W), VA(W).

The role combines field and virtual engagements to expand sales and keep advisers informed of Jackson's product and platform enhancements. The position requires a Bachelor’s degree, 3+ years in investments/insurance sales (5+ preferred), FINRA licenses, and active state registration.