Internal Wholesaler Training Program

Job Description

Internal Wholesaler Trainee | Jackson

The Tone:
This is a full-time Internal Wholesaler Trainee program at Jackson, slated to commence in February 2027. Jackson is a recognized financial services company, dedicated to developing products that integrate into clients’ overall financial planning and retirement strategies. This program offers a highly motivated individual a structured pathway to a sales career, providing essential licensing and comprehensive training. The role is pivotal in learning how to effectively communicate the value of Jackson’s offerings and contribute to client financial well-being.

The TL;DR
• Role: Trainee
• Type: Full-time
• Mission: To learn about the financial services industry, Jackson’s products, and develop the necessary skills to become an Internal Wholesaler or RIA Internal Consultant within 5-8 months.

What You’ll Actually Do
• Licensing: Obtain essential FINRA SIE, Series 6, and Series 63, along with State Life Insurance License registration within the initial 90 days of employment.
• Project Completion: Successfully complete all assigned projects and tasks in a timely and organized manner, demonstrating accountability.
• Product and Sales Model Acumen: Actively learn Jackson’s proprietary systems, understand its established sales model, and gain in-depth knowledge of all product offerings.
• Industry and Role Development: Participate in all designated training sessions to develop a comprehensive understanding of the financial services industry and wholesale operations.
• Wholesaling Immersion: Work collaboratively with experienced Internal Wholesalers and RIA Internal Consultants to gain practical insights into the wholesaling role, effective territory management, and successful product sales strategies.

The Must-Haves
• Background: Bachelor’s Degree or equivalent experience required. Entry-Level career focus with a strong desire to enter financial services sales.
• Experience: Entry-level. No prior years of experience are strictly required for this trainee role.
• Skills: Possesses strong interpersonal and communication skills, both oral and written, essential for client and team interactions. Is detail and process-oriented, ensuring accuracy and adherence to established protocols. Demonstrates a strong work ethic, excellent computer proficiency, and a significant desire to learn and succeed within the financial services sector. Exhibits critical thinking and analytical skills to understand complex financial concepts. Shows the ability to be self-driven and follow through on tasks as directed by management, thriving in a competitive environment. Crucially, the ability to obtain FINRA SIE, Series 6, Series 63, and State Life Insurance License registration within 90 days is required.
• Bonus: Experience working in a professional office environment.