Internal Wholesaler Associate jobs in United States
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Jackson · 1 week ago

Internal Wholesaler Associate

Jackson is a company that provides opportunities in sales and marketing for its products. The Internal Wholesaler Associate role involves learning about the company's products and sales processes while engaging with representatives to uncover new business opportunities and provide sales support.

Financial Services

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
Performs other duties and/or projects as assigned

Qualification

Financial Services experienceSeries 6Life Insurance licenseBachelor's DegreeRelationship managementVerbal communicationWritten communicationSelf-motivationAttention to detailAdaptability

Required

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

Company

Jackson is a financial services company dedicated to helping people pursue financial freedom for life.

Funding

Current Stage
Public Company
Total Funding
$1.55B
Key Investors
TPGAthene
2026-01-06Post Ipo Equity· $500M
2023-03-06Post Ipo Equity· $550M
2021-09-20IPO

Leadership Team

L
Laura Prieskorn
Chief Executive Officer
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Alison Reed
Chief Operations Officer
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Company data provided by crunchbase