RIA External Consultant - ME, NH, VT, CT, MA, RI

If you are an internal associate, please login to Workday and apply through Jobs Hub.

• Develops, implements and executes strategic business plan, targeting a specific set of advisors within the territory in order to attain sales growth objectives.
• Cultivates new business relationships within the territory through consistent review of the territory execution plan to ensure targets are attained and adjustments made when necessary.
• Operates in a “hybrid” wholesaling capacity which entails spending up to 25% of time in the field, running “video” virtual meetings, and engaging with Advisors through traditional avenues such as telephone, email and virtual meetings.
• Utilizes a data-driven approach and tools to educate Financial Advisors on Jackson’s products and services.
• Conducts product and sales training through individual and group training sessions, seminars, workshops and branch meetings.
• Plans and manages the deployment of resources to maximize territorial sales while being responsible for budgeting and expenses.
• Maintains knowledge of new, existing and enhanced Jackson products and marketing campaigns.
• Utilizes CRM system and additional technology in order to accomplish a data driven territory business plan.
• Shares market feedback from Advisors on advisory trends and product needs to assist in the business development and product development process.
• Attends regional and national industry trade shows and conferences, as needed.

• Performs other duties and/or projects as assigned.

• Strong ability to work independently and collaboratively in a challenging environment.
• Ability to create and deliver effective presentations, seminars, workshops and office meetings to current and prospective advisors.
• Thorough knowledge of sales and marketing principles and practices.
• Ability to identify and position Jackson products and services, utilizing financial planning tools and platforms commonly used by independent RIAs.
• Proven track record of growing and managing a territory as measured by sales and persistency of activity.
• Strong aptitude for technology, including software applications, e-mail and database management from remote locations.
• Demonstrated excellent prospecting skills.
• Ability to travel up to 25% of the time.

• Bachelor's Degree or related work experience required.
• 3+ years RIA experience in advisory, investments, mutual funds, insurance, or annuities preferred.
• Experience in marketing advisory, investments, annuities, and life insurance to advisors preferred.
• Prior insurance or investment 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.

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.