9 часов назад
Internal Wholesaler Associate (Financial Services)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Internal Wholesaler Associate (Financial Services): Supporting Jackson's financial products, sales activities, advisor relationships, territory analysis, and marketing materials with an accent on product training, investment research, and proactive sales support. Focus on analyzing sales opportunities, building presentations and spreadsheets, managing representative data, and developing toward an Internal Wholesaler or RIA Internal Consultant role.
Location: Nashville, Tennessee, United States
Employment type: Full time
Start date: October or November 2026
Company
provides financial products and sales support through its advisor and representative network.
What you will do
- Complete training and build knowledge of products, systems, and sales processes.
- Make proactive outbound calls to existing and prospective representatives, strengthening relationships and identifying new business opportunities.
- Investigate sales opportunities through territory data analysis, proactive follow-up, and representative activity tracking.
- Assist advisors with illustrations, product information, and marketing materials.
- Work with the Sales Desk Manager on daily activities and participate in development sessions with internal wholesalers and RIA Internal Consultants.
- Develop toward an Internal Wholesaler or RIA Internal Consultant position after approximately 2–3 months.
Requirements
- Bachelor's degree or equivalent work experience.
- Prior financial services experience.
- Successful completion of 's 10–12 week Internal Annuity Wholesaler training program.
- Securities Industry Essentials (SIE) certification.
- FINRA Series 6 or 7, FINRA Series 63, and a state insurance license.
- Strong verbal and written communication, organization, prioritization, self-management, relationship management, and attention to detail.
Culture & Benefits
- Work in a challenging and competitive environment while collaborating with and mentoring others.
- Access training and ongoing professional-development opportunities.
- Equal opportunity workplace committed to applicable federal and state employment laws.
- Company facilities and campuses are tobacco-free environments.
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