RIA External Consultant

Jackson

. Create new and manage existing relationships in the Independent Registered Investment Adviser channel to increase Jackson Sales in the assigned territory .

Posted 11/2/2026full-timeRemote • United StatesMid-LevelSenior💰 $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong sales acumen in the investment sector, with proven ability to develop relationships and grow territory sales through effective communication and training. Proficient in utilizing CRM systems and financial planning tools to enhance adviser engagement and product positioning.

Highest-signal resume keywords

Sales Experience In InvestmentsFINRA Series 6 Or 7State Insurance LicenseAnnuity Or Investment External Wholesaling ExperienceAbility To Create And Deliver Presentations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales And Marketing PrinciplesFinancial Planning ToolsDatabase ManagementProduct PositioningTerritory Sales Growth

Soft Skills

Strong Communication SkillsIndependent Work AbilityEffective Presentation SkillsExcellent Prospecting Skills

Tools & Technologies

CRM SystemJackson DatabasesVirtual Meeting Platforms

Certifications & Qualifications

FINRA SIEFINRA Series 63CFACFPCIMA

Industry Keywords

Independent Registered Investment AdviserAnnuitiesMutual FundsInsuranceRIA Platform

About the role

Key responsibilities & impact

Create new and manage existing relationships in the Independent Registered Investment Adviser channel to increase Jackson Sales in the assigned territory
Conduct meetings, seminars, campaigns, and follow-up activities
Keep advisers informed of Jackson's product and service/platform enhancements
Work with the VP, RIA Sales to develop a business plan maximizing 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 while managing budget and expenses
Work with an Internal Wholesaler to identify and foster leads from referrals, campaigns, territory canvassing, and meeting follow-up
Use Jackson databases to create and maintain adviser profiles and sales activity data
Use the CRM system to communicate with internal partners
Operate in a hybrid wholesaling capacity through field work, video meetings, telephone, email, and virtual meetings
Perform other duties and/or projects as assigned

Requirements

What you’ll need

Candidate must live in the territory: WA, OR (Portland), ID, MT, WY
Bachelor's Degree required
3+ years of sales experience in investments, mutual funds, insurance, or annuities required
5+ years of experience preferred
Prior annuity or investment external 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
Strong ability to work independently and to communicate clearly and concisely
Ability to create and deliver effective presentations to current and prospective advisers
Thorough knowledge of sales and marketing principles and practices
Knowledge of existing, new, or enhanced Jackson products, marketing campaigns, and RIA Platform capabilities
Ability to identify and position products and services using financial planning tools and platforms commonly used by independent RIAs
Proven ability to grow a territory as measured by sales, active adviser count, and persistency of business
Strong aptitude for technology, including software applications, e-mail, and database management from remote locations
Excellent prospecting skills
Meet activity requirements
Ability to travel up to 25% of the time

Benefits

Comp & perks

Annual bonus program eligibility
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
Fully remote work arrangement