Client Consultant - Nashville
1 month ago
Job Purpose
The Client Consultant supports Jackson's diversification by delivering high-touch service operational coordination and consultative guidance to consumers financial professionals and internal stakeholders.Essential Responsibilities
- Works with marketing-sourced and advisor-referred leads to facilitate the sales process for annuity products.
- Educates consumers and referred clients on Jackson's product offerings identifies opportunities to integrate annuities into their financial plans presents best interest product recommendations guides prospects through the application process.
Job description
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