Jackson

• Create new and manage existing relationships with banks, wires and agency advisors • Develop and implement business plans to maximize territorial sales • Conduct product and sales training through individual and group meetings • Strategically plan resource deployment to enhance sales performance • Utilize CRM systems and Jackson databases to manage sales activity • Participate in ongoing development and relationship management

Role Description The RIA External Consultant is responsible for creating new and managing existing relationships in the Independent Registered Investment Adviser channel to increase Jackson Sales in the given territory. This is accomplished through meetings, seminars, campaigns, and follow up. The territory includes ME, NH, VT, CT, MA, and RI. This role can work remotely in the territory or in the Franklin, TN office. - Works closely with the VP, RIA Sales to develop an appropriate business plan to maximize territorial sales. - Conducts product and sales training through individual and group training sessions, seminars, workshops, and branch meetings. - Strategically plans and manages the deployment of resources to maximize territory sales while being responsible for budget and expenses. - Works in conjunction with an Internal Wholesaler to identify and foster leads generated from referrals, campaigns, and territory canvassing, and meeting follow-up. - Utilizes Jackson databases to create and maintain adviser profiles and data on sales activity. - Utilizes CRM system to communicate effectively with internal partners. - Operates in a “hybrid” wholesaling capacity which entails spending up to 25% of time in the field, running “video” virtual meetings, and engaging with Advisors through traditional avenues such as telephone, email, and virtual meetings. Qualifications - Bachelor's Degree required. - 3+ years of sales experience in investments, mutual funds, insurance, or annuities required. 5+ years of experience preferred. - Prior annuity or investment external wholesaling experience preferred. - FINRA SIE, FINRA Series 6 or 7, FINRA Series 63, State Insurance License required. - Additional registrations as necessary due to changes in regulatory requirements. - Possesses or is actively pursuing industry designations or advanced degree (CFA, CFP, CIMA, etc.) preferred. Requirements - Strong ability to work independently and to communicate clearly and concisely. - Ability to create and deliver effective presentations to current and prospective advisers. - Thorough knowledge of sales and marketing principles and practices. - Expected to maintain knowledge of existing Jackson products, new or enhanced Jackson products, Jackson Marketing Campaigns, and Jackson’s RIA Platform capabilities. - Ability to identify and position Jackson products and services, utilizing financial planning tools and platforms commonly used by independent RIAs. - Proven ability to grow a territory as measured by sales, active adviser count, and persistency of business. - Strong aptitude for technology, including software applications, e-mail, and database management from remote locations. - Excellent prospecting skills. - Meet activity requirements. - Ability to travel up to 25% of the time. Company Description Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.

• Responsible for creating new and managing existing relationships with broker/dealer (BD) advisors • Works closely with VP, Head of Sales to develop business plan to maximize sales • Identifies and develops top producing and multi-product advisors • Conducts product and sales training through individual and group meetings • Manages deployment of resources to maximize territory sales • Utilizes CRM system to communicate with internal partners

• responsible for creating new and managing existing relationships with banks/wires/agencies • increase Jackson sales in the given territory through meetings, seminars, campaigns and follow up • keeping advisors informed of Jackson's rapidly changing product and service enhancements • works closely with the VP, Head of Sales to develop a business plan to maximize sales • identifies and develops top producing advisors, recruits new advisors and strengthens relationships with existing producers • conducts product and sales training through individual meetings, group meetings, seminars and conferences • strategically plans and manages the deployment of resources to maximize territory sales • works with an Internal Wholesaler to identify and foster leads

• Create and manage relationships with broker/dealer advisors to increase sales • Conducts product and sales training through meetings, seminars, campaigns • Works with internal wholesalers to generate leads from referrals • Utilizes CRM and databases to maintain advisor profiles and sales activity

• responsible for creating new and managing existing relationships with broker/dealer (BD) advisors • increase Jackson sales in the given territory through meetings, seminars, campaigns and follow up • keep BD advisors informed of Jackson's rapidly changing product and service enhancements • work closely with the VP, Head of Sales to develop an appropriate business plan • identify and develop top producing advisors, multi-product advisors, recruit new advisors • conduct product and sales training through individual meetings, group meetings, seminars and conferences • strategically plan and manage the deployment of resources to maximize territory sales • work in conjunction with an Internal Wholesaler to identify and foster leads

Role Description The Regional Vice President (RVP) is responsible for creating new and managing existing relationships with Banks/Wires/Agencies advisors to increase Jackson sales in the given territory. This is accomplished through meetings, seminars, campaigns, and follow-up. The RVP is responsible for keeping advisors informed of Jackson's rapidly changing product and service enhancements. This role is in the Banks/Wires/Agencies East channel in the NJ, PA (NE) territory. - Works closely with the VP, Head of Sales to develop an appropriate business plan to maximize territorial sales. - Identifies and develops top producing advisors, multi-product advisors, recruits new advisors, and strengthens relationships with existing producers. - Conducts product and sales training through individual meetings, group meetings, seminars, and conferences. - Strategically plans and manages the deployment of resources to maximize territory sales while being responsible for budget and expenses. - Works in conjunction with an Internal Wholesaler to identify and foster leads generated from referrals, campaigns, and territory canvassing, and meeting follow-up. - Utilizes Jackson databases to create and maintain advisor profile and data on sales activity. - Utilizes CRM system to communicate effectively with internal partners. - Performs other duties and/or projects as assigned. Qualifications - Bachelor's Degree required. - 3+ years of sales experience in investments, mutual funds, insurance, or annuities required. - 5+ years of sales experience in investments, mutual funds, insurance, or annuities preferred. - Prior annuity or investment external wholesaling experience is preferred. - Securities Industry Essentials (SIE) required. - FINRA Series 6 or 7, FINRA Series 63, State Insurance License required. Requirements - Strong ability to work independently and to communicate clearly and concisely. - Ability to create and deliver effective presentations to current and prospective advisors. - Thorough knowledge of sales and marketing principles and practices. - Expected to maintain knowledge of existing Jackson products, new or enhanced Jackson products, and Jackson marketing campaigns. - Experience in marketing investments and annuities to advisors. - Ability to identify and position the products and services used in financial planning. - Proven ability in growing a territory as measured by sales, producer count, and persistency of business. - Strong aptitude for technology, including software applications, e-mail, and database management from remote locations. - Ability to travel extensively, including overnight travel. Minimum of four days per week in the field meeting with advisors. - Meet activity requirements. Benefits - Base Pay: $50,000.00 (reflects base salary only). - Eligible to participate in the annual bonus program. - Eligible to earn special compensation based on sales. - Eligible for compensated personal time off and holidays. - Health benefits. - 401(k) plan with generous matching. - Other benefit programs according to the Company's employment policies and subject to the formal terms of such plans and programs.

Role Description The Regional Vice President (RVP) is responsible for creating new and managing existing relationships with broker/dealer (BD) advisors to increase Jackson sales in the given territory. This is accomplished through meetings, seminars, campaigns, and follow-up. The RVP is responsible for keeping BD advisors informed of Jackson's rapidly changing product and service enhancements. This role is in the Independent Broker Dealer West channel in the AZ west and Tucson territory. Essential Responsibilities - Works closely with the VP, Head of Sales to develop an appropriate business plan to maximize territorial sales. - Identifies and develops top producing advisors, multi-product advisors, recruits new advisors, and strengthens relationships with existing producers. - Conducts product and sales training through individual meetings, group meetings, seminars, and conferences. - Strategically plans and manages the deployment of resources to maximize territory sales while being responsible for budget and expenses. - Works in conjunction with an Internal Wholesaler to identify and foster leads generated from referrals, campaigns, territory canvassing, and meeting follow-up. - Utilizes Jackson databases to create and maintain advisor profile and data on sales activity. - Utilizes CRM system to communicate effectively with internal partners. Other Duties - Performs other duties and/or projects as assigned. Knowledge, Skills and Abilities - Strong ability to work independently and to communicate clearly and concisely. - Ability to create and deliver effective presentations to current and prospective advisors. - Thorough knowledge of sales and marketing principles and practices. - Expected to maintain knowledge of existing Jackson products, new or enhanced Jackson products, and Jackson marketing campaigns. - Experience in marketing investments and annuities to advisors. - Ability to identify and position the products and services used in financial planning. - Proven ability in growing a territory as measured by sales, producer count, and persistency of business. - Strong aptitude for technology, including software applications, e-mail, and database management from remote locations. - Ability to travel extensively, including overnight travel. Minimum of four days per week in the field meeting with advisors. - Meet activity requirements. Qualifications - Bachelor's Degree required. - 3+ years of sales experience in investments, mutual funds, insurance, or annuities required. - 5+ years of sales experience in investments, mutual funds, insurance, or annuities preferred. - Prior annuity or investment external wholesaling experience is preferred. - Securities Industry Essentials (SIE) required. - FINRA Series 6 or 7, FINRA Series 63, State Insurance License required. Benefits - Base Pay: $50,000.00. The amount listed reflects base salary only. - This role is eligible to participate in our annual bonus program and will be eligible to earn special compensation based on sales. - This role will also be eligible for compensated personal time off and holidays. - Health benefits, 401(k) plan with generous matching, and other benefit programs according to the Company's employment policies and subject to the formal terms of such plans and programs.