Jackson
1001 - 5000 employees
💼 Consulting
📣 Marketing
💸 Finance
💰 Post-IPO Equity on 2023-03
Consulting • Marketing • Finance
Jackson is committed to helping clarify the complexity of retirement planning. The company offers a range of annuity products and possesses significant financial expertise, aiming to reduce the confusion surrounding retirement plans. Jackson focuses on strengthening financial literacy to ensure that every American has access to the resources needed for managing their finances and planning for the future. With a dedication to clarity and better outcomes, Jackson also values diversity and inclusion within its workforce as part of its commitment to talent development and service excellence.
External Consultant
🕒 July 17
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Jackson
1001 - 5000 employees
💼 Consulting
📣 Marketing
💸 Finance
💰 Post-IPO Equity on 2023-03
Consulting • Marketing • Finance
Jackson is committed to helping clarify the complexity of retirement planning. The company offers a range of annuity products and possesses significant financial expertise, aiming to reduce the confusion surrounding retirement plans. Jackson focuses on strengthening financial literacy to ensure that every American has access to the resources needed for managing their finances and planning for the future. With a dedication to clarity and better outcomes, Jackson also values diversity and inclusion within its workforce as part of its commitment to talent development and service excellence.
📋 Description
• Responsible for creating new and managing existing relationships in the Independent Registered Investment Adviser channel to increase Jackson Sales • 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 • Works in conjunction with an Internal Wholesaler to identify and foster leads generated from referrals, campaigns, and territory canvassing • Operates in a “hybrid” wholesaling capacity which entails spending up to 25% of time in the field and engaging with Advisors
🎯 Requirements
• 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
🏖️ Benefits
• Health benefits • 401(k) plan with generous matching • Compensated personal time off • Holidays
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