Business Development Wholesaler
Jackson(1 month ago)
About this role
The Business Development Wholesaler partners with internal and external wholesaler teams to close opportunity gaps within broker-dealer and RIA territories by executing targeted, data-driven territory plans. The role supports company growth initiatives and advisor engagement through virtual and in-person channels. Based in Franklin, TN, the position balances field engagement with in-office responsibilities.
Required Skills
- Business Planning
- Relationship Management
- Virtual Presentations
- Territory Management
- CRM
- Prospecting
- Sales
- Data Analysis
- Budgeting
- Communication
Qualifications
- Bachelor's Degree
- Securities Industry Essentials (SIE)
- FINRA Series 6
- FINRA Series 7
- FINRA Series 63
- State Insurance License
About Jackson
jackson.comWe are committed to helping clarify the complexity of retirement planning—for everyone. Learn more about Jackson, and how we can help reduce the confusion that complicates your plans.
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