RIA External Consultant - TN, AR, LA, AL, MS

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 across a territory covering Tennessee, Arkansas, Louisiana, Alabama, and Mississippi. The candidate must live within the territory. The role keeps advisers informed about Jackson products and service and platform enhancements through meetings, seminars, campaigns, and follow-up.

The consultant works with the VP, RIA Sales to develop a territorial business plan, delivers product and sales training, and manages territory resources, budgets, and expenses. Working with an Internal Wholesaler, the consultant identifies and fosters leads and maintains adviser profiles and sales activity in Jackson databases. The role 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.

The position requires a bachelor's degree, at least three years of relevant sales experience, and specified FINRA registrations and a state insurance license. Base pay is $70,000, with eligibility for an annual bonus program and special sales-based compensation. The position is also eligible for compensated personal time off, holidays, health benefits, a 401(k) plan with matching, and other benefit programs, subject to company policies and plan terms.

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.
• 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 aptitude for technology, including software applications, email, and database management from remote locations.
• Excellent prospecting skills.
• Meet activity requirements.
• Ability to travel up to 25% of the time.
• Must live in the territory covering Tennessee, Arkansas, Louisiana, Alabama, and Mississippi.

Nice To Haves

• Five or more 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 a business plan that maximizes 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, email, and other virtual meetings.
• Maintain knowledge of Jackson products, product enhancements, marketing campaigns, and RIA platform capabilities.
• Perform other duties and projects as assigned.

Benefits

• Annual bonus program eligibility.
• 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 subject to plan terms.

What This Job Offers

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