External Consultant

🔥 0 minutes ago

🏄 California, Hawaii, +1 more states – Remote

🏄 California – Remote 🌺 Hawaii – Remote 🎰 Nevada – Remote

💵 $70k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

🦅 H1B Visa Sponsor

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Jackson

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💰 Post-IPO Equity on 2023-03

Jackson® is committed to helping clarify the complexity of retirement planning. Our range of annuity products, financial know-how, history of award-winning service*, and streamlined experiences strive to reduce the confusion that complicates retirement plans.

📋 Description

• Responsible for creating new and managing existing relationships in the Independent Registered Investment Adviser channel to increase Jackson Sales in the given territory • 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

🎯 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

• Base Salary: $70,000.00 • Eligible to participate in annual bonus program • Eligible to earn special compensation based on sales • Compensated personal time off and holidays • Health benefits • 401(k) plan with generous matching