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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in sales and relationship management within the Independent Registered Investment Adviser channel, with a strong ability to conduct training and presentations while utilizing CRM systems and financial planning tools effectively.
Highest-signal resume keywords
Sales Experience In InvestmentsFINRA Series 6 Or 7FINRA Series 63State Insurance LicenseTerritory Growth
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales TrainingFinancial Planning ToolsSales And Marketing PrinciplesDatabase ManagementPresentation Skills
Soft Skills
Excellent Prospecting SkillsAbility To TravelStrong Aptitude For Technology
Tools & Technologies
CRM SystemJackson Databases
Certifications & Qualifications
FINRA SIEState Insurance License
Industry Keywords
Independent Registered Investment AdviserMutual FundsAnnuitiesInsuranceRIA Platform Capabilities
About the role
Key responsibilities & impact- Create new and manage existing relationships in the Independent Registered Investment Adviser channel to increase Jackson sales
- Conduct meetings, seminars, campaigns, and follow-up activities
- Keep advisers informed of Jackson product, service, and platform enhancements
- Work with the VP, RIA Sales to develop a business plan for territorial sales
- Conduct product and sales training through individual and group sessions, seminars, workshops, and branch meetings
- Plan and manage resource deployment to maximize territory sales and manage budget and expenses
- Work with an Internal Wholesaler to identify and foster leads from referrals, campaigns, territory canvassing, and meeting follow-up
- Maintain adviser profiles and sales activity data in Jackson databases
- Use the CRM system to communicate with internal partners
- Operate in a hybrid wholesaling capacity through field work, video meetings, telephone, and email
- Perform other assigned duties and projects
Requirements
What you’ll need- Candidate must live in the territory (AZ, UT, and NM)
- Bachelor's Degree required
- 3+ years of sales experience in investments, mutual funds, insurance, or annuities required
- FINRA SIE, FINRA Series 6 or 7, FINRA Series 63, and State Insurance License required
- Additional registrations as necessary due to changes in regulatory requirements
- Ability to travel up to 25% of the time
- Ability to create and deliver effective presentations
- Thorough knowledge of sales and marketing principles and practices
- Knowledge of Jackson products, marketing campaigns, and RIA platform capabilities
- Ability to use financial planning tools and platforms commonly used by independent RIAs
- Proven ability to grow a territory
- Strong aptitude for technology, software applications, email, and database management from remote locations
- Excellent prospecting skills
- Meet activity requirements
- 5+ years of experience preferred
- Prior annuity or investment external wholesaling experience preferred
- Industry designations or advanced degree preferred
Benefits
Comp & perks- Annual bonus program
- Special compensation based on sales
- Compensated personal time off
- Paid holidays
- Health benefits
- 401(k) plan with generous matching
- Other benefit programs according to the Company's employment policies and subject to the formal terms of such plans and programs