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

Jackson National Life Insurance • Nashville, TN

2d • Hybrid

About The Position

The RIA External Consultant creates and manages relationships in the Independent Registered Investment Adviser channel to increase Jackson sales in the assigned territory of Tennessee, Arkansas, Louisiana, Alabama, and Mississippi. The candidate must live within the territory. The role builds relationships and drives sales through meetings, seminars, campaigns, and follow-up, while keeping advisers informed about Jackson product, service, and platform enhancements.

The position works with the VP, RIA Sales and an Internal Wholesaler to develop and execute territory sales plans. It operates in a hybrid wholesaling capacity, spending up to 25% of the time in the field and engaging advisers through virtual meetings, telephone, and email. The role is responsible for territory resources, budget, expenses, adviser records, and sales activity data.

The stated base pay is $70,000. The role is eligible for an annual bonus program and sales-based special compensation, as well as compensated personal time off, holidays, health benefits, a 401(k) plan with matching, and other benefit programs under 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.
• 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, 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 database management from remote locations.
• Excellent prospecting skills and ability to meet activity requirements.
• Ability to travel up to 25% of the time.
• Must live in the territory of Tennessee, Arkansas, Louisiana, Alabama, or Mississippi.

Nice To Haves

• At least 5 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 to maximize territorial sales.
• Conduct product and sales training through individual and group sessions, seminars, workshops, and branch meetings.
• Plan and manage 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.
• Operate in a hybrid wholesaling capacity, including field work, virtual video meetings, telephone, and email engagement with advisers.
• Keep advisers informed about Jackson product, service, and platform enhancements.
• Perform other duties and/or projects as assigned.

Benefits

• Annual bonus program eligibility.
• Sales-based special compensation eligibility.
• Compensated personal time off.
• Paid holidays.
• Health benefits.
• 401(k) plan with generous matching.
• Other benefit programs according to company employment policies and formal plan terms.

What This Job Offers

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