RIA External Consultant - WA, OR (Portland), ID, MT, WY

Jackson•Nashville, TN

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 an assigned territory. The territory covers Washington, Oregon (Portland), Idaho, Montana, and Wyoming, and the candidate must live within the territory. The consultant keeps advisers informed about Jackson product and service updates and platform enhancements through meetings, seminars, campaigns, and follow-up. The role works with the VP, RIA Sales to develop a territory business plan, delivers product and sales training, and manages resources, budget, and expenses. It works with an Internal Wholesaler to develop leads and uses Jackson databases and a CRM system to maintain adviser and sales-activity information and coordinate with internal partners. The position uses a hybrid wholesaling approach, spending up to 25% of time in the field and engaging advisers through video meetings, telephone, email, and other virtual meetings.

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 regulatory changes.
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.
Ability to 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 assigned territory of Washington, Oregon (Portland), Idaho, Montana, or Wyoming.

Nice To Haves

5 or more years of sales experience.
Prior annuity or investment external wholesaling experience.
Possession of or active pursuit of industry designations or an advanced degree, such as CFA, CFP, or CIMA.

Responsibilities

Work with the VP, RIA Sales to develop a 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 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 effectively with internal partners.
Engage in hybrid wholesaling, including field work, video meetings, telephone, email, and virtual meetings.
Perform other duties and projects as assigned.