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Jackson National Jobs (NOW HIRING)

Jackson Healthcare

National Recruiter

Orlando, FL · Hybrid

Overview Jackson Nurse Professionals was recently awarded Best Places to work by the Orlando ... national origin, age, disability, veteran status, or any other protected status under the law.

Jackson Healthcare

National Recruiter

Orlando, FL · On-site

Overview Jackson Nurse Professionals was recently awarded Best Places to work by the Orlando ... national origin, age, disability, veteran status, or any other protected status under the law.

Jackson National Life

Sr. Sales Trainer

Nashville, TN · On-site

Strong knowledge of Jackson's products and services, including an in-depth technical understanding ... age, national origin, legally-recognized disability, marital status, legally-protected medical ...

Jackson National Life

Operations Associate I

Lansing, MI · On-site

$20.60/hr

September Start Date Jackson is proud to be an equal opportunity workplace. The Company subscribes ... age, national origin, legally-recognized disability, marital status, legally-protected medical ...

iVantage Group

Consumer Loan Processor

Bellevue, WA

$21.50 - $26.75/hr

... Jackson National Life, and Carhartt. We provide our consultants with long term Contract, Contract-to-Hire and Permanent Placement services. Simply put - we will take your career to the next level!

TriSearch

Financial Advisor

Dallas, TX · On-site +1

... Jackson National, BlackRock, and American Funds ● Tight-knit, collaborative office culture ● 19-person team actively feeding warm leads to this role The owner prioritizes long-term team members ...

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Jackson National information

What is Jackson National?

Jackson National is a financial services company specializing in retirement planning products, particularly annuities. They provide a range of fixed, variable, and registered index-linked annuities designed to help individuals plan for and fund their retirement. Jackson National works with financial professionals to offer solutions that help clients achieve long-term financial security. Their mission is to help Americans pursue financial freedom for life.

What are some common challenges faced by professionals working at Jackson National and how can they be addressed?

Professionals at Jackson National often navigate a fast-paced, highly regulated environment, particularly in roles related to finance, insurance, and customer service. One common challenge is staying up to date with changing compliance regulations, which requires continuous learning and adaptability. Additionally, balancing client needs with company policies can be complex, but leveraging strong communication skills and collaborating closely with cross-functional teams helps address these issues. Employees are encouraged to utilize Jackson National’s ongoing training resources and mentorship programs to overcome these challenges and support career growth.

What are the key skills and qualifications needed to thrive as a financial advisor at Jackson National?

To thrive as a Financial Advisor, you need a solid background in finance, investment strategies, and client portfolio management, typically supported by a bachelor's degree and relevant licenses such as FINRA Series 6, 7, or 65. Familiarity with CRM software, financial planning tools, and industry platforms like Morningstar is essential. Outstanding interpersonal skills, active listening, and ethical judgment help you build trust and long-term relationships with clients. These skills and qualities are crucial for delivering tailored financial solutions and maintaining compliance in a highly regulated industry.

What is the difference between Jackson National vs Financial Advisor?

AspectJackson NationalFinancial Advisor
CredentialsSeries 6/7, Life & Health licensesSeries 7, 66/63, Life & Health licenses
Work EnvironmentInsurance and investment company officesIndependent or firm-based financial planning firms
Industry UsageInsurance and retirement solutions providerFinancial planning and investment management
Common Search IntentComparing roles in insurance/retirement productsSeeking financial planning careers or services

Jackson National is primarily an insurance and retirement solutions provider, while a Financial Advisor offers personalized financial planning and investment advice. Both roles require similar licenses and work in related environments, but their focus differs: Jackson National emphasizes insurance products, whereas Financial Advisors focus on comprehensive financial planning.

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Jackson National jobs near you
Infographic showing various Jackson National job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution.

Planning Director

Jackson National Life

Nashville, TN

Full-time

Posted 9 days ago

Job description

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

Job PurposeThe Planning Director will support and promote the sale of Jackson's suite of investment products through advanced retirement and wealth planning strategies. This individual acts as a consultant and liaison to the sales force and a business partner to their advisors by communicating, identifying, and helping to close sales opportunities. The Planning Director mentors, provides guidance, and trains other staff members.Essential Responsibilities
  • Communicates advanced strategies concepts to wholesalers and representatives over the phone and in-person.
  • Conducts advanced strategies presentations on advanced sales concepts.
  • Develops and manages a business plan to enhance sales in assigned territory.
  • Develops advanced strategies presentations, marketing materials, and white papers.
  • Drafts summaries, articles, and presentations that address product, industry, and regulatory issues.
  • Responds to, follows up on, and makes outbound calls to support sales.
  • Conducts research to stay abreast of industry and regulatory changes to support consulting activities and the development of marketing materials.
  • Conducts continuing education programs.
  • Provides training to sales desk employees, external wholesalers, and other associates.
  • Provides training and assistance to Advanced Strategies Consultants.
  • Sets the example for advanced strategies conduct, commitment, and performance.
Other Duties
  • Performs other duties and/or projects as assigned.
Knowledge, Skills and Abilities
  • Expertise in annuities, mutual funds, and other investment related sales strategies.
  • Expertise in advanced case design, including but not limited to estate planning, taxation, retirement plans, and charitable giving.
  • Strong verbal and written communication skills.
  • Strong presentation skills with demonstrated experience in public speaking.
  • Solid relationship building and interpersonal skills.
  • Demonstrated sales skills.
  • Strong research and analytical skills.
  • Ability to work autonomously in a collegial environment
  • Up to 25%+ travel required.
Qualifications
  • Bachelor's Degree required.
  • Advanced degree or certification, including LLM, MBA, CIMA, CAIA, or CFA, required. JD, CFP, or CPA preferred.
  • 8+ years of experience in financial services sales or consultation required.
  • Securities Industry Essentials (SIE) required.
  • FINRA Series 6 or 7 within 60 Days required.
  • FINRA Series 63 within 60 Days 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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