Jobs at Jackson

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.

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.

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.

Leads the Business Development Wholesaling team by establishing a high-performing, compliant sales environment. Trains and coaches wholesalers, supports sales operations, monitors calls and communications, develops associates for career advancement, participates in hiring, collaborates with sales leadership and internal departments, and manages performance reviews, presentations, territory skills, and strategic projects. Requires quarterly travel with external wholesalers and attendance at regional meetings.

Supports a print-on-demand environment by receiving customer requests, preparing and quality-checking print-ready files, providing basic design assistance, and resolving print issues. Processes quotes, invoices, chargebacks, purchase orders, and supply tracking. Maintains process documentation, participates in budgeting, and provides after-hours on-call support. Requires attention to detail, customer service, print production knowledge, and flexibility for irregular hours and overtime.

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.

The Advanced Planning Director supports sales of investment products via consulting and training, generating materials, and presenting advanced strategies while mentoring staff and maintaining industry knowledge.

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.

Manage execution of SOX and Model Audit Rule compliance for IT controls, perform risk assessments, facilitate control owner training, support system implementations affecting internal controls over financial reporting, coordinate with internal and external auditors, evaluate and advise on IT control deficiencies and remediation, and support third-party IT risk assessments.

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.

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 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.

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.

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.

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.