RIA External Consultant

This is a fully remote position, open to applicants in Alabama, +3 more states.

📋 Description

• Establish new and nurture existing relationships in the Independent Registered Investment Adviser channel to enhance Jackson Sales in the designated territory.

• Organize meetings, seminars, campaigns, and follow-up initiatives.

• Keep advisers updated on Jackson's evolving products and enhancements to services/platforms.

• Collaborate with the VP of RIA Sales to formulate a business plan aimed at optimizing territorial sales.

• Conduct product and sales training through individual sessions, group sessions, seminars, workshops, and branch gatherings.

• Strategically plan and oversee the deployment of resources to maximize territory sales while managing budgetary constraints and expenses.

• Partner with an Internal Wholesaler to identify and cultivate leads from referrals, campaigns, territory canvassing, and follow-up from meetings.

• Utilize Jackson databases to create and maintain adviser profiles and sales activity records.

• Leverage the CRM system to liaise with internal stakeholders.

• Operate in a hybrid wholesaling model, dedicating up to 25% of time in the field, conducting video virtual meetings, and engaging advisers through telephone, email, and virtual platforms.

• Execute additional duties and/or projects as assigned.

⛳️ Requirements

• Applicant must reside within the territory: TN, AR, LA, AL, MS.

• Strong capability to work autonomously and communicate effectively and succinctly.

• Proficient in creating and delivering impactful presentations to both current and prospective advisers.

• Comprehensive understanding of sales and marketing principles and practices.

• Familiarity with existing, new, and enhanced Jackson products, marketing initiatives, and RIA Platform functionalities.

• Ability to identify and position Jackson products and services utilizing financial planning tools and platforms commonly employed by independent RIAs.

• Demonstrated success in growing a territory, measured by sales performance, active adviser count, and business persistency.

• Strong technological aptitude, including proficiency with software applications, email, and database management from remote locations.

• Excellent skills in prospecting.

• Fulfill activity requirements.

• Willingness to travel up to 25% of the time.

• Bachelor's Degree is mandatory.

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

• Previous experience in annuity or investment external wholesaling 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 as regulations evolve.

• Industry designations or advanced degrees (CFA, CFP, CIMA, etc.) are preferred.

🏝️ Benefits

• Annual bonus program.

• Special compensation linked to sales performance.

• Compensated personal time off.

• Paid holidays.

• Health benefits.

• 401(k) plan with substantial matching contributions.

• Additional benefit programs in accordance with the Company's employment policies and subject to the formal terms of such plans and programs.

• Fully remote work arrangement.