RIA External Consultant

Job not on LinkedIn

🔥 37 minutes ago

🥔 Idaho, Montana, +3 more states – Remote

🥔 Idaho – Remote 🦬 Montana – Remote 🌲 Oregon – Remote ☕ Washington – Remote 🦬 Wyoming – Remote

💵 $70k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Jackson

WebsiteLinkedInAll Job Openings

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

• Create new and manage existing relationships in the Independent Registered Investment Adviser channel to increase Jackson Sales in the assigned territory • Conduct meetings, seminars, campaigns, and follow-up activities • Keep advisers informed of Jackson's product and service/platform enhancements • Work with the VP, RIA Sales to develop a business plan maximizing territorial sales • Conduct product and sales training through individual and group sessions, seminars, workshops, and branch meetings • Plan and manage resource deployment to maximize territory sales while managing budget and expenses • Work with an Internal Wholesaler to identify and foster leads from referrals, campaigns, territory canvassing, and meeting follow-up • Use Jackson databases to create and maintain adviser profiles and sales activity data • Use the CRM system to communicate with internal partners • Operate in a hybrid wholesaling capacity through field work, video meetings, telephone, email, and virtual meetings • Perform other duties and/or projects as assigned

🎯 Requirements

• Candidate must live in the territory: WA, OR (Portland), ID, MT, WY • 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 • Strong ability to work independently and to communicate clearly and concisely • Ability to create and deliver effective presentations to current and prospective advisers • Thorough knowledge of sales and marketing principles and practices • Knowledge of existing, new, or enhanced Jackson products, marketing campaigns, and RIA Platform capabilities • Ability to identify and position products and services using financial planning tools and platforms commonly used by independent RIAs • Proven ability to grow a territory as measured by sales, active adviser count, and persistency of business • Strong aptitude for technology, including software applications, e-mail, and database management from remote locations • Excellent prospecting skills • Meet activity requirements • Ability to travel up to 25% of the time

🏖️ Benefits

• Annual bonus program eligibility • Special compensation based on sales • Compensated personal time off • Paid holidays • Health benefits • 401(k) plan with generous matching • Other benefit programs according to the Company's employment policies and subject to the formal terms of such plans and programs • Fully remote work arrangement

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