Internal Wholesaler Associate

About the Role

The Internal Wholesaler Associate provides a highly motivated individual with an opportunity to learn about Jackson's products, sales, and marketing. This role is designed to help an individual develop the skills necessary to become an Internal Wholesaler or RIA Internal Consultant within approximately 2-3 months after being hired.

Key Responsibilities

• Completes training and develops essential knowledge and proficiency with regards to Jackson products.
• Learns Jackson’s systems, sales model, and products.
• Makes proactive outbound sales calls with existing and prospective representatives to strengthen and establish relationships and uncover new business opportunities.
• Investigates sales opportunities through proactive efforts, territory data analysis and impeccable follow up.
• Assists advisors with illustrations, accurate product information and marketing materials.
• Works closely with the Sales Desk Manager to assist in day-to-day activities.
• Provides product information and sales support to Jackson agents and prospects.
• Utilizes Jackson databases to create and maintain representative profile levels and data on current and proposed sales activity.
• Conducts weekly plug-ins with other internal wholesalers or RIA Internal Consultants as development to aid in conversations with advisors.
• Actively participates in opportunities for training and continued professional-development offered by Jackson.
• Performs other duties and/or projects as assigned.

Requirements & Tech Stack

• Investment research
• Building sales presentations
• Territory management
• Creating analysis spreadsheets
• Jackson databases

Qualifications

• Bachelor's Degree or equivalent work experience required.
• Prior Financial Services experience required.
• Successful completion of Jackson’s Internal Annuity Wholesaler training program (10-12 weeks) required.
• Securities Industry Essentials (SIE) required.
• FINRA Series 6 or 7, FINRA Series 63, State Insurance License required.

Skills & Abilities

• Ability to work in a challenging and competitive environment, while still collaborating and mentoring others.
• Strong self-motivation and results driven to reach set activity and sales goals.
• Strong aptitude to influence others and drive proactive future activity.
• Excellent verbal and written communication skills.
• Ability to effectively demonstrate self-management and relationship management skills at all levels.
• Proven ability to prioritize demands with attention to detail and the ability to multi-task.
• Demonstrated commitment to resiliency, perseverance, and positivity.
• Proven to be adaptable in an ever-changing industry.
• Detail-oriented, creative, well-organized self-starter.