External Consultant
Location
California + 2 moreAll locations: California | Hawaii | Nevada
Posted
15 hours ago
Salary
$70K / year
Seniority
Senior
Job Description
External Consultant
Jackson
• Responsible for creating new and managing existing relationships in the Independent Registered Investment Adviser channel to increase Jackson Sales in the given territory • 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
Job Requirements
- 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
Benefits
- Base Salary: $70,000.00
- Eligible to participate in annual bonus program
- Eligible to earn special compensation based on sales
- Compensated personal time off and holidays
- Health benefits
- 401(k) plan with generous matching
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