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Job PurposeThe internal Wholesaler Training Program provides a highly motivated individual with an opportunity to earn the licensing and complete the necessary training for a sales career in the financial services industry. This is achieved by learning about the industry, Jackson, and how the products we sell fit into a client's overall financial planning and retirement strategy. The Internal Wholesaler Training Program is designed to help an individual develop the skills necessary to become an Internal Wholesaler within approximately 6-8 months after being hired.Essential Responsibilities- Obtains SIE, Series 6, 63 and State Life Insurance License registration within 90 days. Additional FINRA licensing may be required.
- Completes assigned projects in a timely manner.
- Learns Jackson's systems, sales model, and products.
- Participates in trainings and develops knowledge of the financial services industry.
- Works with Internal Wholesalers to learn about the wholesaling role, territory management, and product sales.
- Completes New Hire Product Training and Supplemental Training.
- Performs other duties and/or projects as assigned.
- Possesses strong interpersonal and communication skills, both oral and written.
- Is detail and process oriented.
- Possesses a strong work ethic, excellent computer skills, and a strong desire to learn and succeed.
- Has critical thinking and analytical skills.
- Demonstrates ability to be self-driven and follow through as directed by management.
- Enjoys working in a competitive environment.
- Bachelor's Degree or equivalent experience required.
- Experience working in a professional office environment preferred.
- SIE, FINRA Series 6, 63 and State Life Insurance License registration within 90 Days required.
- Additional FINRA licensing required.
We don't just accept difference - we celebrate it, we support it, and we thrive on it for the benefit of our employees, our products and our community. Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.
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What We Do
Jackson® is committed to helping clarify the complexity of retirement planning. Our range of annuity products, financial know-how, history of award-winning service*, and streamlined experiences strive to reduce the confusion that complicates retirement plans. We dedicate our time, money, and resources to strengthening financial literacy, striving to make sure every American has access to the resources they need to master their money and their future. We believe by providing clarity for all today, we can help drive better outcomes for tomorrow. Interested in becoming one of our associates? We develop and celebrate talent in many areas, from sales and marketing to consulting and compliance. We know that diversity and inclusion make us all stronger together. Learn more about our products at jackson.com Contact Us Jackson.com 517/381-5500 – General Information 800/644-4565 – Contract Owners 877/565-2968 – Values and Contract Information * SQM (Service Quality Measurement Group) Contact Center Awards Program for 2004 and 2006-2021. (To achieve world-class certification, 80% or more of call-center customers surveyed must have rated their experience as very satisfied, the highest rating possible.) Jackson® is the marketing name for Jackson National Life Insurance Company® (Home Office: Lansing Michigan) and Jackson National Life Insurance Company of New York® (Home Office: Purchase New York). Jackson National Life Distributors LLC. SMPR1292 03/23
