Client Consultant Trainee

About the Role

The Client Consultant Training Program provides motivated individuals with an opportunity to gain foundational experience in the financial services industry while preparing for a future role as a Client Consultant. In this role, the Client Consultant Trainee develops the knowledge, skills, and credentials necessary to transition into a Client Consultant position upon attainment of required licenses and demonstration of performance standards.

Key Responsibilities

• Participates in training sessions to learn about Jackson’s products and systems and the financial services industry.
• Studies for and obtains required licenses (FINRA SIE, FINRA Series 6 or 7, FINRA Series 63, and State Insurance License) within the designated timeframe.
• Completes New Hire Product Training and Supplemental Training.
• Observes and shadows Client Consultants to gain exposure to client interactions, product recommendations, and best-interest practices.
• Provides data entry support for the Client Consultant team.
• Performs other duties and/or projects as assigned.

Requirements & Tech Stack

• Strong interpersonal and communication skills, both verbal and written.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Demonstrated initiative, curiosity, and desire to learn about financial products and client service.
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook).
• Ability to work as a self-starter within the framework of a team environment.
• Strong analytical and problem-solving skills.
• Professional demeanor and commitment to providing exceptional client service.

Qualifications

• Bachelor's Degree or equivalent experience required.
• Some prior financial services industry experience or a degree in personal financial planning (or a similar field) preferred.
• FINRA SIE, FINRA Series 6 or 7, FINRA Series 63, State Insurance License within 90 Days required.
• Individuals without required registrations will be limited in job function until all registrations are obtained.