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

Jackson National Life Insurance • Nashville, TN

2d • Hybrid

About The Position

The RIA External Consultant creates new relationships and manages existing relationships in the Independent Registered Investment Adviser (RIA) channel to increase Jackson sales across a territory covering Washington, Oregon (Portland), Idaho, Montana, and Wyoming. The candidate must live in the territory. The role keeps advisers informed about Jackson product, service, and platform changes and works with internal partners to develop sales opportunities and grow the territory.

The role operates in a hybrid wholesaling capacity, spending up to 25% of time in the field and engaging with advisers through video meetings, telephone, email, and other virtual meetings. Travel may be required up to 25% of the time.

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.
• 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.
• Knowledge of Jackson products, marketing campaigns, and RIA platform capabilities, including new or enhanced offerings.
• 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 territory.

Nice To Haves

• 5 or more years of 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 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 the 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.
• Keep advisers informed about Jackson products, service and platform enhancements, and marketing campaigns.
• Perform other duties and/or projects as assigned.

Benefits

• Eligible to participate in the annual bonus program.
• Eligible 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