Jobs at Jackson

Provide administrative and data-management support to writing agents: maintain CRM and client records per FINRA, track case statuses, prepare and organize documentation, coordinate with carriers and stakeholders, schedule calendars, produce reports, and ensure data integrity and timely follow-up.

Support annuity sales by guiding consumers and advisors through product education, suitability assessment, application processing, CRM documentation, illustrations, trading/withdrawals, and cross-team coordination. Maintain compliance, contribute to process improvements, and assist onboarding and training.

Perform daily NAV calculations and reconcile fund cash, trades, and income with custodians and sub-advisors. Research and resolve discrepancies using Bloomberg, prepare reconciliation reports and SEC filings, review transaction journals, support process improvements, and communicate with internal and external parties to maintain accurate mutual fund accounting.

Provide part-time office and business operations support including inbound/outbound calls, data entry, following written procedures, multitasking across computer systems, and assisting teams. Must manage time in a high-volume environment, communicate effectively, and complete assigned projects while maintaining professional behavior.

Support Operations Process Engineering by mapping/documenting workflows, collecting and analyzing operational data, assisting process improvement projects, conducting root cause analysis, updating SOPs, and collaborating cross-functionally to improve quality and efficiency.

Develop and manage relationships with independent RIAs across Southern CA, NV, and HI to drive annuity and investment sales through meetings, seminars, trainings, campaigns, CRM management, and territory planning. Hybrid role with up to 25% travel and collaboration with internal wholesalers to generate and follow up on leads.

The Director of HR Consulting and Strategy partners with management to address HR-related issues, providing coaching, analyzing trends, managing associate relations, ensuring compliance, and guiding HR policies. They oversee training and develop strategies to improve workforce planning and organizational effectiveness.

The ALM Lead conducts complex analyses for asset/liability management, improves financial model efficiency, and collaborates on cross-functional projects.

Process standard client and producer transactions using documented procedures and multiple software/mainframe applications; identify and escalate issues; communicate with internal teams and external customers; document transaction status; meet departmental production and quality standards in a high-volume, image-based environment.

Support the Investment Management team by preparing fund reporting, delivering investment and economic training, managing projects and product launches, conducting due diligence and competitor analysis, generating portfolio illustrations, and liaising with sub-advisors and distributors to support sales and product initiatives.

Designs, develops, and evaluates digital learning solutions using adult learning principles and eLearning tools. Conducts needs assessments, creates instructional design artifacts, builds multimedia and web-based training, measures training effectiveness, and collaborates with stakeholders to implement and improve learning programs.

Serve as a consultant to the sales force and advisors to promote Jacksons investment products through advanced retirement and wealth planning strategies. Deliver presentations and training, develop marketing materials and white papers, support sales through outreach and case design, mentor staff, and maintain regulatory and industry knowledge. Requires travel and cross-functional collaboration.

Define and operationalize enterprise audience frameworks and segmentation to drive acquisition, engagement, retention, and lifetime value. Translate customer insights into executable activation plans across email, paid media, web, mobile, and direct channels; partner with CDP/CRM/analytics to build, monitor, and refine audiences while ensuring governance and identity/consent compliance.

Designs, develops, delivers, and measures learning and development programs using instructional design and human performance methodology. Consults with business leaders, facilitates workshops (in-person, virtual, hybrid), creates eLearning and assessments, coaches, reports on training effectiveness, and manages multiple projects while handling confidential data.

Leads the Institutional Products team marketing GICs, Funding Agreements and MTNs. Oversees underwriting, pricing, sales negotiation, documentation, compliance, financial projections, regulatory monitoring, and cross-functional coordination with Legal, Treasury, Actuarial and FP&A. Defines PRT product strategy, manages client and dealer relationships, and delivers reporting and project management for institutional business growth and risk management.

Manage accounting and reporting processes for the invested asset portfolio, ensuring compliance with statutory, GAAP, and SEC regulations, while supervising accounting staff.

Lead modernization of actuarial models and processes, improve efficiency, and enhance analytical capabilities in a collaborative environment.

The Business Development Wholesaler develops and executes business plans to achieve sales goals, builds relationships with financial professionals, and engages in company growth initiatives, utilizing a hybrid approach of fieldwork and virtual meetings.

Participate in a training program to learn Jackson's products, sales model, and systems; obtain required FINRA and insurance licenses; complete product and supplemental training; support Internal Wholesalers and RIA Internal Consultants; complete assigned projects and other duties to prepare for an internal wholesaler or RIA consultant role.

Provide legal advice and support on corporate matters including mergers & acquisitions, capital markets and debt transactions, share repurchases, hedging/derivatives, and reinsurance. Draft and negotiate transaction and financial documents, coordinate with stakeholders and transfer agents, support enterprise projects, due diligence, and post-closing integration. Occasional travel required.