Client Consultant Trainee

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Job Purpose

The Client Consultant Training Program provides motivated individuals with an opportunity to gain foundational experience in the financial services industry while preparing for a future role as a Client Consultant. In this role, the Client Consultant Trainee develops the knowledge, skills, and credentials necessary to transition into a Client Consultant position upon attainment of required licenses and demonstration of performance standards.

Essential Responsibilities

• Participates in training sessions to learn about Jackson’s products and systems and the financial services industry.
• Studies for and obtains required licenses (FINRA SIE, FINRA Series 6 or 7, FINRA Series 63, and State Insurance License) within the designated timeframe.
• Completes New Hire Product Training and Supplemental Training.
• Observes and shadows Client Consultants to gain exposure to client interactions, product recommendations, and best-interest practices.
• Provides data entry support for the Client Consultant team.

Other Duties

• Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities

• Strong interpersonal and communication skills, both verbal and written.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Demonstrated initiative, curiosity, and desire to learn about financial products and client service.
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook).
• Ability to work as a self-starter within the framework of a team environment.
• Strong analytical and problem-solving skills.
• Professional demeanor and commitment to providing exceptional client service.

Qualifications

• Bachelor's Degree or equivalent experience required.
• Some prior financial services industry experience or a degree in personal financial planning (or a similar field) preferred.
• FINRA SIE, FINRA Series 6 or 7, FINRA Series 63, State Insurance License within 90 Days required.
• Individuals without required registrations will be limited in job function until all registrations are 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.