External Consultant
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Job Description
RIA External Consultant responsible for managing adviser relationships and increasing Jackson Sales in Southern CA, NV, HI. Engaging with Advisors through training and lead generation.
Responsibilities:
- Responsible for creating new and managing existing relationships in the Independent Registered Investment Adviser channel to increase Jackson Sales
- 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
- Works in conjunction with an Internal Wholesaler to identify and foster leads generated from referrals, campaigns, and territory canvassing
- Operates in a “hybrid” wholesaling capacity which entails spending up to 25% of time in the field and engaging with Advisors
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:
- Health benefits
- 401(k) plan with generous matching
- Compensated personal time off
- Holidays
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