RIA External Consultant - AZ, UT, NM

Jackson • Nashville, TN

3d

About The Position

The RIA External Consultant creates new relationships and manages existing relationships in the Independent Registered Investment Adviser channel to increase Jackson sales in the assigned territory of Arizona, Utah, and New Mexico. The candidate must live in the territory. The role engages advisers through meetings, seminars, campaigns, follow-up, and communications about Jackson product and service or platform enhancements.

The position works closely with the VP, RIA Sales to develop a business plan and partners with an Internal Wholesaler to develop leads and support territory activity. It operates in a hybrid wholesaling capacity, spending up to 25% of time in the field and also conducting video meetings and communicating with advisers by telephone, email, and other virtual means. The role may perform other duties or projects as assigned.

Requirements

• Bachelor's degree required.
• At least 3 years of sales experience in investments, mutual funds, insurance, or annuities required.
• FINRA SIE, FINRA Series 6 or 7, FINRA Series 63, and a State Insurance License required.
• Additional registrations as required by changes in regulatory requirements.
• Strong ability to work independently and 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.
• Maintain knowledge of Jackson products, marketing campaigns, and RIA platform capabilities.
• Ability to identify and position Jackson products and services using financial planning tools and platforms commonly used by independent RIAs.
• Proven ability to grow a territory, measured by sales, active adviser count, and persistency of business.
• Strong technology aptitude, including software applications, email, and remote database management.
• Excellent prospecting skills and ability to meet activity requirements.
• Ability to travel up to 25% of the time.
• Must live in the Arizona, Utah, or New Mexico territory.

Nice To Haves

• 5 or more years of sales experience.
• Prior annuity or investment external wholesaling experience.
• Possesses or is actively pursuing industry designations or an advanced degree, such as CFA, CFP, or CIMA.

Responsibilities

• Work with the VP, RIA Sales to develop a business plan that maximizes territorial sales.
• Conduct product and sales training through individual and group sessions, seminars, workshops, and branch meetings.
• Plan and manage deployment of resources to maximize territory sales while managing budget and expenses.
• Work with an Internal Wholesaler to identify and develop 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 effectively with internal partners.
• Operate in a hybrid wholesaling capacity, including field work, video meetings, and adviser contact by telephone, email, and virtual meetings.
• Keep advisers informed about Jackson product and service or platform enhancements.
• Perform other duties and projects as assigned.

Benefits

• Annual bonus program eligibility.
• Opportunity to earn special compensation based on sales.
• Compensated personal time off.
• Holidays.
• Health benefits.
• 401(k) plan with generous matching.
• Other benefit programs according to company employment policies and the formal terms of the plans and programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level