Internal Wholesaler Associate
Jackson National Life, Nashville, TN, United States
If you are an internal associate, please login to Workday and apply through Jobs Hub. Job Purpose The Internal Wholesaler Associate provides a highly motivated individual with an opportunity to learn about Jackson's products, sales and marketing. This is achieved by successfully completing Jackson's product training, working on projects entailing: Investment research, building sales presentations, territory management, and creating analysis spreadsheets. Essential Responsibilities Completes training and develops essential knowledge and proficiency with regards to Jackson products. Learns Jackson’s systems, sales model, and products. Makes proactive outbound sales calls with existing and prospective representatives to strengthen and establish relationships and uncover new business opportunities. Investigates sales opportunities through proactive efforts, territory data analysis and impeccable follow up. Assists advisors with illustrations, accurate product information and marketing materials. Works closely with the Sales Desk Manager to assist in day-to-day activities. Provides product information and sales support to Jackson agents and prospects. Utilizes Jackson databases to create and maintain representative profile levels and data on current and proposed sales activity. Conducts weekly plug-ins with other internal wholesalers as development to aid in conversations with advisors. Actively participates in opportunities for training and continued professional-development offered by Jackson. Other Duties Performs other duties and/or projects as assigned. Knowledge, Skills and Abilities Must have the ability to work in a challenging and competitive environment, while still collaborating and mentoring others. Possess strong self-motivation and be results driven to reach set activity and sales goals Strong aptitude to influence others and drive proactive future activity. Possess excellent verbal and written communication skills. Ability to effectively demonstrate self-management and relationship management skills at all levels. Proven ability to prioritize the many demands of the role with attention to detail and the ability to multi-task. Demonstrated commitment to resiliency, perseverance, and positivity. Proven to be adaptable in an ever-changing industry. Must be a detail-oriented, creative, well-organized self-starter. Qualifications Bachelor's Degree or equivalent work experience required. Prior Financial Services experience. required. Successful completion of Jackson’s Internal Annuity Wholesaler training program (10-12 weeks) required. Series 6 or 7 and 63 required and successful transfer of state and FINRA Licenses to Jackson required. Life Insurance license within 30 Days 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. At Jackson, our employees are empowered to bring a fresh perspective, confront new challenges, and define their own career paths. We value the unique perspectives and innovative ideas that come from our employees' diverse backgrounds. 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 Asset Management, LLC (JNAM) located in Chicago, Illinois, is an SEC-registered investment adviser and Jackson subsidiary. Annuities are distributed by Jackson National Life Distributors LLC, Member FINRA. Jackson companies offer an outstanding benefits package including competitive pay, bonuses, comprehensive health insurance benefits, a matching 401(k) retirement plan, adoption assistance, education matching gift program and dependent tuition program. Online applications requested. Contact human.resources@jackson.com for alternate formats for accommodation. To learn more about Jackson's financial strength and results, visit jackson.com (https://www.jackson.com/our-company/financials/landing.xhtml) .