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

Jackson National Life Insurance • Nashville, TN

2d

About The Position

The RIA External Consultant creates new and manages existing relationships in the Independent Registered Investment Adviser channel to increase Jackson sales within an assigned territory. The role builds adviser engagement 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 consultant works closely with the VP, RIA Sales to develop and execute a territory business plan, conduct product and sales training, manage resources and expenses, and partner with an Internal Wholesaler to develop leads. This is a hybrid wholesaling role involving up to 25% field time, video meetings, and communication with advisers by telephone and email.

Requirements

• Bachelor's degree.
• At least 3 years of sales experience in investments, mutual funds, insurance, or annuities.
• FINRA SIE, FINRA Series 6 or 7, FINRA Series 63, and a State Insurance License.
• Obtain additional registrations as necessary due to regulatory changes.
• 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, measured by sales, active adviser count, and business persistency.
• 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

• 5 or more years of 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 to maximize territorial sales.
• Conduct product and sales training for individuals and groups through training 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 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.
• Operate in a hybrid wholesaling capacity, including field work, video meetings, telephone, and email engagement with advisers.
• Perform other duties and/or projects as assigned.

Benefits

• Annual bonus program eligibility.
• Special compensation based on sales.
• Compensated personal time off and holidays.
• Health benefits.
• 401(k) plan with generous matching.
• Other benefit programs, subject to company employment policies and formal plan terms.

What This Job Offers

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