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Internal Associate Jobs in Tennessee (NOW HIRING)

Jackson National Life

Planning Director

Nashville, TN · On-site

If you are an internal associate, please login to Workday and apply through Jobs Hub. Job Purpose The Planning Director will support and promote the sale of Jackson's suite of investment products ...

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Internal Associate information

What is an internal associate?

Internal Associates are professionals who typically work within financial services firms, such as asset management or investment companies, supporting sales and client relations teams. Their main responsibilities include assisting external sales representatives, managing client accounts, preparing presentations, and providing product information to clients and advisors. Internal Associates often serve as a key point of contact for clients, helping to address inquiries and ensure smooth communication between clients and the firm. This role is a common entry point for those looking to build a career in sales or relationship management within the financial industry.

How does an internal associate typically collaborate with financial advisors and other team members?

Internal Associates frequently work closely with financial advisors, providing them with product information, sales support, and training on new offerings. They also liaise with external wholesalers, marketing teams, and client service representatives to ensure a seamless flow of information and coordinated support. Strong communication skills and a team-oriented mindset are essential, as collaboration drives both client satisfaction and business growth. Regular meetings and shared goals help keep everyone aligned on priorities and performance metrics.

What are the key skills and qualifications needed to thrive as an internal associate, and why are they important?

To thrive as an Internal Associate, you need a solid understanding of financial products, investment concepts, and client service, often supported by a bachelor's degree in finance or related fields. Familiarity with CRM systems, financial planning software, and securities licenses such as Series 7 and 63 are typically required. Strong communication, organizational, and relationship-building skills help Internal Associates excel in supporting external sales teams and interacting with clients. These competencies are crucial for ensuring effective client engagement, accurate information delivery, and seamless collaboration with both internal teams and external partners.

What is the difference between Internal Associate vs Financial Analyst?

AspectInternal AssociateFinancial Analyst
Required CredentialsBachelor's degree, relevant internshipsBachelor's degree in finance, accounting, or related field; CFA or CPA often preferred
Work EnvironmentCorporate offices, internal teamsFinancial institutions, consulting firms, corporate finance departments
Employer & Industry UsageBanking, consulting, corporate sectorsInvestment banks, asset management, corporate finance
Common Search & ComparisonYesYes

Internal Associates typically focus on supporting internal teams within corporations, handling administrative and operational tasks. Financial Analysts analyze financial data, prepare reports, and support investment or business decisions. While both roles require a finance-related degree, Financial Analysts often pursue certifications like CFA or CPA and work more directly with financial data and analysis. Understanding these differences helps job seekers identify the right career path based on their skills and interests.

Is it okay to apply for an internal associate job?

Applying for an internal associate position is generally appropriate if you meet the job requirements and have relevant skills such as communication, organization, and familiarity with company procedures. Internal roles often favor candidates with prior experience within the organization or related industry knowledge. It is important to review the specific qualifications and application instructions provided by the employer.

What are the most commonly searched types of Internal jobs in Tennessee?

The most popular types of Internal jobs in Tennessee are:

What cities in Tennessee are hiring for Internal Associate jobs?

Cities in Tennessee with the most Internal Associate job openings:

Internal Associate jobs near you

Internal Wholesaler Associate (October/November 2026 start date)

Jackson National Life

Nashville, TN • On-site

Full-time

Posted 23 days ago

Job description

If you are an internal associate, please login to Workday and apply through Jobs Hub.

Job Purpose

The Internal Wholesaler Associate provides a highly motivated individual with an opportunity to learn about Jackson's products, sales and marketing. This is achieved by successfully completing Jackson's product training, working on projects entailing: Investment research, building sales presentations, territory management, and creating analysis spreadsheets. The Internal Wholesaler Associate role is designed to help an individual develop the skills necessary to become an Internal Wholesaler or RIA Internal Consultant within approximately 2-3 months after being hired.

Essential Responsibilities

  • Completes training and develops essential knowledge and proficiency with regards to Jackson products.

  • Learns Jackson's systems, sales model, and products.

  • Makes proactive outbound sales calls with existing and prospective representatives to strengthen and establish relationships and uncover new business opportunities.

  • Investigates sales opportunities through proactive efforts, territory data analysis and impeccable follow up.

  • Assists advisors with illustrations, accurate product information and marketing materials.

  • Works closely with the Sales Desk Manager to assist in day-to-day activities.

  • Provides product information and sales support to Jackson agents and prospects.

  • Utilizes Jackson databases to create and maintain representative profile levels and data on current and proposed sales activity.

  • Conducts weekly plug-ins with other internal wholesalers or RIA Internal Consultants as development to aid in conversations with advisors.

  • Actively participates in opportunities for training and continued professional-development offered by Jackson.

Other Duties

  • Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities

  • Must have the ability to work in a challenging and competitive environment, while still collaborating and mentoring others.

  • Possess strong self-motivation and be results driven to reach set activity and sales goals

  • Strong aptitude to influence others and drive proactive future activity.

  • Possess excellent verbal and written communication skills.

  • Ability to effectively demonstrate self-management and relationship management skills at all levels.

  • Proven ability to prioritize the many demands of the role with attention to detail and the ability to multi-task.

  • Demonstrated commitment to resiliency, perseverance, and positivity.

  • Proven to be adaptable in an ever-changing industry.

  • Must be a detail-oriented, creative, well-organized self-starter.

Qualifications

  • Bachelor's Degree or equivalent work experience required.

  • Prior Financial Services experience. required.

  • Successful completion of Jackson's Internal Annuity Wholesaler training program (10-12 weeks) required.

  • Securities Industry Essentials (SIE) required.

  • FINRA Series 6 or 7, FINRA Series 63, State Insurance License required.

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.

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