RIA Internal Consultant

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Job Purpose

The RIA Internal Consultant is responsible for servicing, marketing, and promoting Jackson's financial product within a specific geographical area. This is accomplished by providing insights and product information so financial professionals can effectively refer clients to the RIA Concierge Desk, effectively utilizing Jackson products. The RIA Internal Consultant works with a group of RIA External Consultants assigned to geographical territories and is responsible for managing existing relationships with IARs to increase the utilization of Jackson products throughout the given territories by supporting the RIA External Consultants in their daily work. This is accomplished through a consultative approach, confirming meetings, and providing support to the RIA External Consultant. This role requires an individual that is focused on opportunities with excellent phone skills, strong work ethic and is results driven.

Essential Responsibilities

• Effectively manage daily communications with financial professionals to ensure resolution of all issues and questions.
• Educate financial professionals regarding different Jackson advisory financial products and how to identify annuity needs within a client’s financial plan.
• Set and confirm meetings for RIA External Consultants, utilizing the opportunity to further Jackson’s relationship with the advisor and uncover additional client opportunities.
• Develop and enhance relationships with financial representatives.
• Coordinate and maintain clear communications and pipeline management with financial professionals, the RIA External Consultants, and the ASU team.
• Answer queue and inbound calls, utilizing opportunity to further Jackson’s relationship with the advisor and uncover additional client opportunities.
• Work with Director of Sales Enablement to develop and implement improvements for channel success.
• Partner with RIA External Consultant(s) to develop and execute a business plan that includes long-and short-term business objectives.

Other Duties

• Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities

• Must be focused on opportunities with excellent phone skills, strong work ethic and results driven.
• Ability to work independently with little to no supervision.
• Excellent communication skills, both verbal and written.
• Ability to prioritize the many demands of the role with attention to detail.
• Ability to work in a challenging and competitive environment, while still collaborating and mentoring others.
• Possess strong self-motivation.
• Strong aptitude to influence others and drive proactive future activity.
• Ability to effectively demonstrate self-management and relationship management skills at all levels.
• 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.

• 1 years of prior financial services experience required.

• Series 6 or 7, 63 and Insurance License within 90 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.