RIA External Consultant - AZ, UT, NM

Jackson National Life Insurance • Nashville, TN

2d

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 in the assigned territory of Arizona, Utah, and New Mexico. The candidate must live in the territory. The role keeps advisers informed about Jackson product and service/platform enhancements and works through meetings, seminars, campaigns, and follow-up.

The consultant works closely with the VP, RIA Sales to develop a territory business plan, deliver product and sales training, and deploy resources while managing budget and expenses. Working with an Internal Wholesaler, the consultant develops leads and follows up with advisers. The role uses Jackson databases and a CRM system to maintain adviser profiles, sales activity, and internal communications. It operates in a hybrid wholesaling capacity, with up to 25% of time in the field and adviser engagement through video meetings, telephone, and email.

The position requires a bachelor's degree, at least three years of relevant sales experience, and specified FINRA registrations and a state insurance license. The posted base pay is $70,000. The role is eligible for an annual bonus, sales-based special compensation, compensated personal time off and holidays, health benefits, and a 401(k) plan with matching.

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 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.
• 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 aptitude for technology, 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 AZ, UT, or NM territory.

Nice To Haves

• 5 or more years of experience.
• Prior annuity or investment external wholesaling experience.
• Possess or be actively pursuing industry designations or an advanced degree, such as CFA, CFP, or CIMA.

Responsibilities

• Create new relationships and manage existing relationships in the Independent Registered Investment Adviser channel to increase sales in the territory.
• Keep advisers informed about Jackson products and service/platform enhancements.
• 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, 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 with internal partners.
• Engage advisers through field visits, video meetings, telephone, and email.
• 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 and holidays.
• Health benefits.
• 401(k) plan with generous matching.
• Other benefit programs according to company employment policies and the formal terms of those plans and programs.

What This Job Offers

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