Jobs at Jackson

Processes non-contestable insurance claim transactions, including moderately complex cases across multiple products and functions. Verifies information, investigates questionable transactions, researches policy history, resolves escalated customer and agent issues, documents activity, and meets production and quality standards. May train less experienced associates and perform quality checks.

Supports investment product sales through advanced retirement and wealth planning strategies. Consults with wholesalers and representatives, develops case illustrations and sales presentations, creates marketing and regulatory materials, researches industry changes, supports sales opportunities, and provides training and mentoring. Requires expertise in annuities, mutual funds, estate planning, taxation, retirement plans, and charitable giving, along with extensive financial services experience and securities licenses.

Participates in financial services training, studies for and obtains required FINRA and state insurance licenses, completes product training, shadows Client Consultants, supports client interactions and product recommendations, and provides data entry assistance. The role develops foundational knowledge and skills for advancement into a Client Consultant position.

Processes standard client and producer transactions using documented procedures and multiple applications. Reviews information for completeness, identifies and escalates issues, communicates outstanding requirements to associates, customers, and agents, and documents transaction activity. Maintains departmental production and quality standards in a high-volume environment while learning life and annuity products and managing processing requirements.

Manages service center or processing associates through coaching, performance management, quality monitoring, development, and engagement. Oversees daily work, staffing, productivity, service levels, escalated customer issues, process improvements, and change implementation. Partners with the Command Center on workforce allocation and forecasting while ensuring teams meet quality, productivity, and service standards. Supports transaction processing and customer service as needed.

Supports the actuarial department through research, administrative assistance, data analysis, cross-department communication, and project coordination. The intern works with management and senior actuaries on meaningful projects involving risk measurement, financial performance analysis, behavioral forecasting, and product development. Responsibilities include tracking project progress, meeting deadlines, answering questions, and developing analytical, organizational, and communication skills.

Reviews, drafts, edits, and negotiates contracts covering services, sales, distribution, confidentiality, hospitality, events, technology, intellectual property, and other agreements. Advises internal stakeholders on contract interpretation, supports legal and regulatory compliance, coordinates attorney reviews, and assists with procure-to-pay and contract management systems.

Evaluates sales associate interactions across phone, virtual meetings, and email for quality, effectiveness, compliance, and adherence to standards. Analyzes performance data, prepares reports, provides individualized and group coaching, develops training resources, tracks skill progression, facilitates calibration sessions, and maintains interaction libraries. Partners with sales leadership, compliance, and training teams to improve advisor experience and sales effectiveness.

Provides administrative and sales support for external wholesalers, including CRM dashboard and reporting maintenance, correspondence, appointment scheduling, marketing and fulfillment support, mailings, records management, deadline tracking, and documentation review. Collaborates with Compliance, Sales Enablement, CRM, and Marketing teams while responding to internal and external inquiries and improving administrative processes.

Participate in an eight-week, in-person sales internship supporting Jackson’s National Sales Desk and external wholesalers. Interns will develop sales and public-speaking skills, shadow professionals, support financial advisor education, complete sales-enabling projects, and engage in networking, training, and professional development activities.

Participate in Jackson’s semester-long, in-person sales internship supporting the National Sales Desk and external wholesalers. Interns will develop sales and public speaking skills, shadow sales professionals, attend Sales Academy training, and complete projects that enable sales across the organization. The role requires part-time availability during Spring 2027 in Nashville, Tennessee, with opportunities for networking, professional development, and exposure to senior leaders.

Leads accounting policy and financial reporting activities by monitoring FASB and NAIC guidance, researching regulatory changes, preparing technical accounting position papers, maintaining policy documentation, supporting financial statement disclosures, implementing policy controls, and advising management and auditors. The role requires strong knowledge of insurance statutory accounting and US GAAP, with responsibility for evaluating unusual transactions, accounting errors, policy changes, and reporting requirements.

Provides flexible, part-time office and business operations support, including inbound and outbound customer calls, data entry, clerical duties, multitasking across computer systems, following procedures, organizing tasks, and prioritizing work. The role requires professional communication, problem-solving, time management, and independent and team-based work in a fast-paced environment.

Processes standard client and producer transactions using documented procedures and multiple applications. Reviews information for completeness, identifies and escalates issues, communicates with customers and agents about outstanding requirements, and documents transaction activity. Meets production and quality standards in a high-volume, image-based environment while learning basic life and annuity products.

Leads actuarial expertise for registered index-linked annuities across product development, financial modeling, reporting, in-force management, and asset/liability management. Directs actuarial output, methodology reviews, risk mitigation, process improvements, and cross-functional projects. Advises senior management, mentors associates, develops models and controls, communicates complex analysis, and represents the company in industry forums. Requires deep RILA or indexed annuity expertise, advanced actuarial knowledge, and significant experience with pricing, reporting, modeling, data analysis, or asset/liability management.

Research and analyze competitors' annuity products, pricing, sales, and trends. Maintain competitor databases and produce regular reports and rate updates. Partner with internal teams, present findings to stakeholders, mentor junior analysts, and conduct requested research projects to inform product and actuarial decisions.

Complete Jackson product and systems training; support sales by making outbound calls, assisting advisors with illustrations and materials, analyzing territory data, maintaining representative databases, and working with sales managers to identify and pursue business opportunities.

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.

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.