RIA External Consultant - KY, WV, IL (S), IN (S), OH (S), PA (W), VA (W)

Jackson • Nashville, TN

3d • Hybrid

About The Position

The RIA External Consultant develops new and manages existing relationships in the Independent Registered Investment Adviser channel to increase Jackson sales within the assigned territory. The role builds adviser relationships through meetings, seminars, campaigns, and follow-up, and keeps advisers informed about Jackson product, service, and platform enhancements. The candidate must live in the territory: KY, WV, southern IL, southern IN, southern OH, western PA, or western VA.

The role works closely with the VP, RIA Sales to develop a business plan and manages territory resources, budget, and expenses. It operates in a hybrid wholesaling capacity, spending up to 25% of time in the field and engaging advisers through video meetings, telephone, email, and other virtual meetings. The position may also 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 necessary due to 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, product enhancements, 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 as 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 assigned territory.

Nice To Haves

• At least 5 years of sales experience preferred.
• Prior annuity or investment external wholesaling experience preferred.
• 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 an appropriate business plan to maximize territorial sales.
• Conduct product and sales training through individual and group sessions, seminars, workshops, and branch meetings.
• Plan and manage the deployment of resources to maximize territory sales and manage 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.
• Conduct wholesaling through field activity, video meetings, telephone, email, and other virtual meetings.
• Perform other duties and projects as assigned.

Benefits

• Annual bonus program eligibility.
• Opportunity to earn special compensation based on sales.
• Compensated personal time off.
• Paid 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