Internal Wholesaler Associate

Job Purpose

The Internal Wholesaler Associate provides a highly motivated individual with an opportunity to learn about Jackson's products, sales and marketing. This is achieved by successfully completing Jackson's product training, working on projects entailing : Investment research, building sales presentations, territory management, and creating analysis spreadsheets.

Essential 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.

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.