RIAExternalConsultant

**_If you are an internal associate, please login to Workday and apply through Jobs Hub._** ## **_Job Purpose_** ## The RIA External Consultant is responsible for creating new and managing existing relationships in the Independent Registered Investment Adviser channel to increase Jackson Sales in the given territory. This is accomplished through meetings, seminars, campaigns, and follow up. The RIA External Consultant is responsible for keeping advisers informed of Jackson's rapidly changing product and service/platform enhancements. The territory includes ME, NH, VT, CT, MA and RI. This role can work remotely in the territory or in the Franklin, TN office. ## **_Essential Responsibilities_** ## * Works closely with the VP, RIA Sales to develop an appropriate business plan to maximize territorial sales. * Conducts product and sales training through individual and group training sessions, seminars, workshops, and branch meetings. * Strategically plans and manages the deployment of resources to maximize territory sales while being responsible for budget and expenses. * Works in conjunction with an Internal Wholesaler to identify and foster leads generated from referrals, campaigns, and territory canvassing, and meeting follow-up. * Utilizes Jackson databases to create and maintain adviser profiles and data on sales activity. * Utilizes CRM system to communicate effectively with internal partners. * Operates in a “hybrid” wholesaling capacity which entails spending up to 25% of time in the field, running “video” virtual meetings, and engaging with Advisors through traditional avenues such as telephone, email, and virtual meetings. ## **_Other Duties_** ## * Performs other duties and/or projects as assigned. ## **_Knowledge, Skills and Abilities_** ## * Strong ability to work independently and to communicate clearly and concisely. Ability to create and deliver effective presentations to current and prospective advisers. * Thorough knowledge of sales and marketing princi