RIA External Consultant - KY, WV, IL, IN, OH, PA, VA

This is a fully remote position, open to applicants in Illinois, +6 more states.

📋 Description

• Develop new and nurture existing relationships within the Independent Registered Investment Adviser channel to enhance Jackson sales.

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

• Keep advisers updated on enhancements to Jackson products, services, and platforms.

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

• Facilitate product and sales training through one-on-one sessions, group meetings, seminars, workshops, and branch gatherings.

• Strategize and oversee the allocation of resources to optimize territory sales while managing budget and expenses.

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

• Maintain adviser profiles and sales activity records in Jackson databases.

• Utilize the CRM system for effective communication with internal partners.

• Operate in a hybrid wholesaling role, dedicating up to 25% of time to fieldwork, conducting virtual meetings, and engaging advisers through phone calls, emails, and online meetings.

• Carry out other assigned duties and projects.

⛳️ Requirements

• Candidates must reside within the territory: KY, WV, IL (S), IN (S), OH (S), PA (W), VA (W).

• 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.

• Previous experience in annuity or investment external wholesaling is preferred.

• Required licenses 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 pursuing industry designations or an advanced degree (CFA, CFP, CIMA, etc.) is preferred.

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

• Ability to create and deliver persuasive presentations to current and prospective advisers.

• Comprehensive knowledge of sales and marketing principles and practices.

• Familiarity with both existing and new Jackson products, marketing initiatives, and RIA platform functionalities.

• Ability to effectively position Jackson products and services using financial planning tools and platforms commonly utilized by independent RIAs.

• Proven track record of territory growth as evidenced by sales, active adviser count, and business persistency.

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

• Excellent prospecting abilities.

• Must 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.

• Paid personal time off.

• Paid holidays.

• Health benefits package.

• 401(k) plan with generous matching contributions.

• Additional benefit programs in line with the Company's employment policies and formal plan terms.

• Fully remote work arrangement.