Client Consultant

Jackson National Life Insurance•Nashville, TN

23h

About The Position

The Client Consultant supports Jackson's diversification by delivering high-touch service, operational coordination, and consultative guidance to consumers, financial professionals, and internal stakeholders. The Consultant facilitates the purchase and servicing of Jackson's suite of annuity products while ensuring adherence to regulatory standards and a superior client experience. The Client Consultant deepens relationships with internal stakeholders, prospective contract holders and their financial professionals (when appropriate) by providing knowledgeable, compliant, and efficient support throughout the sales process.

Requirements

Bachelor's Degree required.
1+ years of experience in client- or advisor-facing roles in the financial services industry or completion of Jackson's Internal Wholesaler Training Program required.
Securities Industry Essentials (SIE) required.
FINRA Series 6 or 7, FINRA Series 63, State Insurance License required.

Nice To Haves

2+ years of experience recommending financial products to retail customers preferred.
Experience using electronic annuity order entry systems preferred.

Responsibilities

Works with marketing-sourced and advisor-referred leads to facilitate the sales process for annuity products.
Educates consumers and referred clients on Jackson’s product offerings, identifies opportunities to integrate annuities into their financial plans, presents best interest product recommendations, and guides prospects through the application process.
Communicates clearly, professionally, and in a timely manner with clients, financial professionals, and internal partners to ensure a seamless experience.
Collaborates with internal stakeholders across Sales and Operations to ensure completeness and accuracy of application materials and provide an exemplary service experience.
Partners with external stakeholders to assess prospective clients’ financial goals and circumstances and present appropriate annuity solutions that align with the client’s overall financial strategy.
Manages opportunities and client documentation within customer relationship management systems; runs illustrations and ensures accurate completion of new business applications.
Handles trading and portfolio rebalancing and facilitates withdrawals for clients as required by product line and business model.
Maintains accurate and timely client records, opportunity information, and other documentation in CRM and other systems.
Supports campaign execution, including consumer registration and orientation meetings.
Supports business initiatives by contributing to process documentation, promoting continuous improvement, and ensuring compliance with all firm and industry regulations.
Acts as a point of contact for Jackson employees participating in the Employee Purchase Program.
Provides expertise and acts as a resource to other Jackson teams.
Assists with onboarding and training of new team members across departments, sharing best practices and supporting a culture of learning and collaboration.
Performs other duties and/or projects as assigned.