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Job Purpose

The RIA Support Specialist is a critical role that facilitates new business in Jackson's RIA channel. A licensed, registered representative is responsible for executing Jackson annuity contracts for potential contract holders referred to the desk by partner IARs. The Specialist will deepen the financial professional's and retail customer's relationship with Jackson by providing excellent support services. The RIA Support Specialist is also responsible for services provided to Jackson associates through the Employee Purchase Program.

Essential Responsibilities

• Analyzes potential contract holder’s needs and financial situations to determine Best Interest product recommendation and execute appropriate paperwork and documentation associated with the recommendation.

• Collaborates with RIA Consultants (wholesalers), referring IARs, and Operations to ensure completeness and accuracy or referral business and Jackson application materials.

• Acts as an important part of the advisor’s and client’s experience with Jackson when conducting fee-based business through the RIA channel.

• Makes best interest recommendations to retail investors who are referred to the RIA Support Desk by registered investment advisors and trust companies.

• Clearly, professionally, and regularly communicates with financial professionals, retail customers, and RIA Consultants when making product recommendations.

• Maintains adherence to policies and procedures, including regulatory compliance and industry enforcement.

• Provides process documentation and promotes process improvement.

• Maintains and monitors pipeline opportunities within the Salesforce platform.

• Provides expertise and acts as a valuable resource to other Jackson departments.

• Acts as point of contact for Jackson employees to purchase annuity contracts.

Other Duties

• Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities

• Strong knowledge of the insurance industry, particularly annuity products.

• Ability to analyze and compare annuity products.

• Ability to evaluate a client's risk tolerance and make appropriate product recommendations.

• Demonstrated ability to interpret, explain and communicate complex financial matters by phone with financial professionals and customers.

• Ability to work as a self-starter within the framework of a team environment.

• Knowledge of financial industry and ability to discuss economic conditions.

• Knowledge of basic financial planning concepts, especially as it relates to income planning in retirement and taxation of investments.

• Knowledge of basic investment management concepts, especially as related to risk management

• Proven ability to pay attention to detail and multi-task.

• Solid written and verbal communication skills.

Qualifications

Bachelor's Degree required.

2+ years of experience in client-facing roles in the financial services industry required.

2+ years of experience recommending financial products to retail customers preferred.

Experience using electronic annuity order entry systems preferred.

FINRA Series 6 and 63 required.

TN Life Insurance Producer License preferred.

Ability to obtain insurance licenses in any state where business is conducted required.

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.

At Jackson, our employees are empowered to bring a fresh perspective, confront new challenges, and define their own career paths. We value the unique perspectives and innovative ideas that come from our employees' diverse backgrounds.

Jackson is the marketing name for Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and Jackson National Life Insurance Company of New York (Home Office: Purchase, New York). Jackson National Asset Management, LLC (JNAM) located in Chicago, Illinois, is an SEC-registered investment adviser and Jackson subsidiary.

Annuities are distributed by Jackson National Life Distributors LLC, Member FINRA.

Jackson companies offer an outstanding benefits package including competitive pay, bonuses, comprehensive health insurance benefits, a matching 401(k) retirement plan, adoption assistance, education matching gift program and dependent tuition program. Online applications requested. Contact human.resources@jackson.com for alternate formats for accommodation.

To learn more about Jackson's financial strength and results, visit jackson.com (https://www.jackson.com/our-company/financials/landing.xhtml) .