Advisory Integration Consultant

Job Purpose

The Advisory Integration Consultant will partner with Jackson distribution personnel and Registered Investment Advisor (RIA) and Broker / Dealer representative partners to provide field and virtual training on Jackson's products and distribution technologies. This position is responsible for training that will build competence and confidence in using and promoting Jackson's products. Additionally, the Advisory Integration Consultant will provide training that will strengthen and enhance long-term, productive relationships.

Essential Responsibilities

• Acts as the subject matter expert on external advisory platforms and fintech tools.
• Partners with Jackson's existing Key Accounts Managers to gain knowledge and insight into the existing advisory and technology options of our partner firms and then relay that information in an actionable fashion to JNLD internal and external sales teams.
• Partners with financial technology firms to gain knowledge and insight into how their tools can be used to help advisors understand the value of implementing annuities from Jackson's product suite and then relay that information in an actionable fashion to JNLD internal and external sales teams.
• Represents the firm's technological tools to internal and external constituents in support of the selling process.
• Provides onsite and virtual training to JNLD external sales teams (External Wholesalers, Key Account Managers, Advanced Strategies, Portfolio Strategists) and our Broker / Dealer customers (Registered Representatives and their assistants) to optimize sales.
• Will be a member of a 5-person team that will be responsible to cover distinct geography and / or accounts and / or tools.
• Proactively maintains a calendar and will maximize the use of time through virtual training and, at the wholesaler's request, field training.
• Proactively partners with the subject matter experts (SME) that will provide training across the multiple disciplines and systems including but not limited to Jackson Products, Jackson.com, portfolio tools, representative dashboard self-service tools, performance center, the sub-account watch list, and Jackson sales process and sales initiatives.
• Attends ongoing training to keep up to date with Jackson product, Jackson technology enhancements, and general updates within in the industry, especially with regards to Financial Technology and advisory business.
• Documents and continuously improve best practices.

Other Duties

Knowledge, Skills and Abilities

Qualifications

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.