RIA External Consultant

This is a fully remote position, open to applicants in Idaho, +4 more states.

📋 Description

• Establish new and nurture existing relationships within 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 enhancements to Jackson's products and service/platform offerings.

• Collaborate with the VP of RIA Sales to formulate a business strategy aimed at maximizing sales in the territory.

• Provide product and sales training through individual and group sessions, seminars, workshops, and branch meetings.

• Strategically plan and manage resource allocation to optimize territory sales while overseeing budget and expenses.

• Partner with an Internal Wholesaler to identify and develop leads from referrals, campaigns, territory canvassing, and meeting follow-ups.

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

• Employ the CRM system to engage with internal stakeholders.

• Function in a hybrid wholesaling role through fieldwork, video conferences, phone calls, emails, and virtual meetings.

• Carry out additional duties and/or projects as required.

⛳️ Requirements

• Candidates must reside in the territory: WA, OR (Portland), ID, MT, WY.

• A Bachelor's Degree is required.

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

• 5 or more years of experience is preferred.

• Prior experience in external wholesaling for annuities or investments is preferred.

• FINRA SIE, FINRA Series 6 or 7, FINRA Series 63, and a State Insurance License are required.

• Additional registrations may be necessary due to changes in regulatory requirements.

• Candidates should possess or be actively pursuing industry designations or advanced degrees (CFA, CFP, CIMA, etc.), which are preferred.

• Strong capability to work independently and communicate clearly and concisely.

• Ability to create and present effective presentations to current and prospective advisers.

• Comprehensive understanding of sales and marketing principles and practices.

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

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

• Proven track record of growing a territory as indicated by sales performance, active adviser count, and business persistency.

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

• Exceptional prospecting abilities.

• Ability to meet activity requirements.

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

🏝️ Benefits

• Eligibility for an annual bonus program.

• Special compensation based on sales performance.

• Compensated personal time off.

• Paid holidays.

• Comprehensive health benefits.

• 401(k) plan with generous matching contributions.

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

• Fully remote work arrangement.