External Consultant

🕒 il y a 20 jours

🎸 Tennessee – Distant

🎸 Tennessee – Remote

💵 $70 000 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💼 Consultant

🦅 Parrain de Visa H1B

Cette entreprise a parrainé des visas H1B par le passé.

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Jackson

Site WebLinkedInTous les Emplois

1001 - 5000 employés

💼 Conseil

📣 Marketing

💸 Finance

💰 Post-IPO Equity en 2023-03

Consulting • Marketing • Finance

Jackson® s'engage à clarifier la complexité de la planification de la retraite. Notre gamme de produits d'annuities, notre expertise financière, notre historique de service primé* et nos expériences simplifiées visent à réduire la confusion qui complique les plans de retraite.

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

🎯 Exigences

• 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

🏖️ Avantages

• Health benefits • 401(k) plan with generous matching • Compensated personal time off • Holidays