Overview In this role you will consult with wholesalers, financial professionals, attorneys, and CPAs to support Jackson sales, and craft marketing materials, presentations, and case illustrations. You will present complex retirement and wealth strategies and collaborate with sales to prospect and close business. You'll develop and refine marketing assets and train staff, contributing to a data-driven advisory approach. This position combines deep financial knowledge with client-facing communication to drive strategic outcomes.
Responsibilities- Explain complex retirement and wealth strategies to financial, legal, tax professionals, and wholesalers
- Interface with financial professionals via phone and virtual meetings
- Deliver compelling sales presentations using PowerPoint and marketing assets
- Collaborate with Sales to prospect and close business
- Develop, review, and revise presentations, marketing materials, and white papers
- Conduct research to support consulting activities and marketing content
- Provide training to Sales Desk, external wholesalers, and staff
- Perform other duties and projects as assigned
Key requirements- Bachelor's Degree or equivalent experience
- Advanced designation such as CFP, CPA, CFA, or JD (JD preferred)
- 5+ years in financial sales, estate planning, legal practice, or related consulting
- FINRA SIE and FINRA Series 6 or 7
- Ability to communicate clearly in verbal and written form and strong analytical skills
- Limited travel may be required
- strong verbal and written communication
- relationship-building
- consultative sales
- PowerPoint
- marketing material development
- virtual meeting software
