External Consultant

This is a fully remote position, open to applicants in Tennessee.

📋 Description

• Accountable for establishing and nurturing new relationships while managing existing ones within the Independent Registered Investment Adviser channel to boost Jackson Sales.

• Collaborates closely with the VP of RIA Sales to formulate a strategic business plan aimed at maximizing sales within the territory.

• Delivers product and sales training through various formats, including individual and group training sessions, seminars, workshops, and branch meetings.

• Partners with an Internal Wholesaler to identify and cultivate leads generated from referrals, marketing campaigns, and territory canvassing.

• Functions in a “hybrid” wholesaling role, dedicating up to 25% of time in the field to engage with Advisors.

⛳️ Requirements

• A Bachelor's Degree is mandatory.

• A minimum of 3 years of sales experience in investments, mutual funds, insurance, or annuities is required.

• 5+ years of experience is preferred.

• Previous external wholesaling experience in annuities or investments is preferred.

• Required certifications include FINRA SIE, FINRA Series 6 or 7, FINRA Series 63, and a State Insurance License.

• Additional registrations may be necessary due to evolving regulatory requirements.

• Candidates should possess or be actively working towards industry designations or an advanced degree (CFA, CFP, CIMA, etc.) preferred.

🏝️ Benefits

• Comprehensive health benefits.

• 401(k) plan with generous matching contributions.

• Paid personal time off.

• Holidays.