Internal Wholesaler Trainee (November 2026 start date)

Job description

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Job Purpose

The Internal Wholesaler Training Program provides a highly motivated individual with an opportunity to earn the licensing and complete the necessary training for a sales career in the financial services industry. This is achieved by learning about the industry, Jackson, and how the products we sell fit into a client's overall financial planning and retirement strategy. The Internal Wholesaler Training Program is designed to help an individual develop the skills necessary to become an Internal Wholesaler or RIA Internal Consultant within approximately 5-8 months after being hired.

Essential Responsibilities

• Obtains SIE, Series 6, 63 and State Life Insurance License registration within 90 days. Additional FINRA licensing may be required.
• Completes assigned projects in a timely manner.
• Learns Jackson's systems, sales model, and products.
• Participates in trainings and develops knowledge of the financial services industry.
• Works with Internal Wholesalers and RIA Internal Consultants to learn about the wholesaling role, territory management, and product sales.
• Completes New Hire Product Training and Supplemental Training.

Other Duties

• Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities

• Possesses strong interpersonal and communication skills, both oral and written.
• Is detail and process oriented.
• Possesses a strong work ethic, excellent computer skills, and a strong desire to learn and succeed.
• Has critical thinking and analytical skills.
• Demonstrates ability to be self-driven and follow through as directed by management.
• Enjoys working in a competitive environment.

Qualifications

• Bachelor's Degree or equivalent experience required.
• Experience working in a professional office environment preferred.
• FINRA SIE, FINRA Series 6 or 7, FINRA Series 63, State Insurance License required.
• If required registration(s) is not held by the applicant, the individual will have 90 days to obtain the required registration(s), but will be limited in job function until complete registration(s) is obtained .

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.