Internal Wholesaler Trainee (October 2026 start date)

This 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. Participants will learn about the industry, Jackson, and how the products we sell fit into a client's overall financial planning and retirement strategy. The program is designed to help develop the skills necessary to become an Internal Wholesaler or RIA Internal Consultant within approximately 5-8 months after being hired.

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.
• Performs other duties and/or projects as assigned.

Requirements

• 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, and State Insurance License required (if not held at time of hire, must be obtained within 90 days, with limited job function until completed).

Skills

• Strong interpersonal and communication skills, both oral and written.
• Detail and process oriented.
• Strong work ethic, excellent computer skills, and a strong desire to learn and succeed.
• Critical thinking and analytical skills.
• Ability to be self-driven and follow through as directed by management.
• Enjoys working in a competitive environment.