Client Consultant
Jackson(2 months ago)
About this role
The Client Consultant supports Jackson’s diversification by delivering high-touch service and consultative guidance to consumers, financial professionals, and internal stakeholders. The role facilitates the purchase and servicing of annuity products while ensuring regulatory compliance and a superior client experience. The Consultant also deepens relationships with internal partners and external advisors to support sales and retention of annuity business.
Required Skills
- Annuities
- Client Service
- Sales
- CRM
- Communication
- Financial Planning
- Risk Assessment
- Trading
- Compliance
- Onboarding
Qualifications
- Bachelor's Degree
- Securities Industry Essentials (SIE)
- FINRA Series 6 or 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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