Curian Capital, LLC® has an opening for an
Internal Regional Business Consultant
. Curian Capital, LLC is a registered investment advisor that provides fee-based investment advisory solutions for financial professionals.
Curian Capital, LLC is a subsidiary of Jackson National Life Insurance Company® ("Jackson®").
Jackson is one of the nation's largest and fastest growing financial services companies, with over $100 billion in total assets. Please visit our website at www.jackson.com for more information.
Responsible for developing and maintaining existing relationships as well as identifying and acquiring new business within their territory in order to meet sales goals. Coverage will take place over the phone, through virtual presentations, onsite visits with advisors, and territory travel. Works with Financial Professionals through conference call, contact with Financial Professionals while traveling the region with the Regional Business Consultant and Financial Professional contact when visiting the Curian Capital home office. Effective in sales, teamwork, taking the initiative, and have leadership ability to be viewed as a leader by both colleagues throughout the organization as well as Financial Professionals.
Essential Job Duties & Responsibilities
Make proactive sales calls within the territory focusing on all levels of sales (acquisition, development, and retention) uncovering Financial Professional's needs and offering Curian Capital's programs and services accordingly
Build partnerships and maintain relationships with existing Financial Professionals in order to solidify and enhance their commitment level to Curian
Work jointly with the Financial Professional and the Regional Business Consultant
Work as a partner with the RBC in order to formulate a business plan and sales strategy
Travel occasionally in the assigned territory with the RBC partner visiting Financial Professionals
Present a professional demeanor at all company-sponsored events, including but not limited to dinners, seminars and sales conferences
Share knowledge, insight, and experience with colleagues and management on a regular basis to enhance department's effectiveness and productivity
Support and implement strategic initiatives on a corporate, department and territory level
Deliver polished and highly effective presentations to internal and external audiences promoting Curian's program, services and competitive advantages
Conduct effective, professional advisor visits, onsite in the home office and in the field, that work towards strengthening the advisor's relationship with Curian. Ensure completion of administrative tasks, including but not limited to: emails, documentation, etc.
Other duties as assigned
Knowledge, Skills & Abilities
Positive attitude and commitment
Outstanding written and verbal communication skills
Excellent listening and probing skills
High attention to detail
Professionalism and creative approach
Driven, strong work ethic, and reliability
Able to work as a team player
Education and Experience Required
Previous Internal Wholesaling or similar experience within the financial industry preferred
Bachelor's Degree or equivalent work experience required
Certifications, Licenses, Registrations
Series 6 or Series 7 a plus but not required
Series 65 registration required, or ability to achieve it within 90 days of hire
Jackson offers an outstanding benefits package including competitive pay, bonuses, comprehensive health insurance benefits, a 401(k) retirement plan with matching, and a college tuition reimbursement program for employees and eligible dependents.
Online applications requested. Contact email@example.com for alternate formats for accommodation.
Equal Opportunity Employer
Company facilities and campuses are tobacco-free environments.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all job duties performed by the personnel so classified.
Sep 2, 2014, 5:07:31 PM
Jackson National Life Insurance Company, a subsidiary of UK insurer Prudential plc, offers financial services (fixed, indexed, and variable...