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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 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.