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Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
2014 - Best Places to Work in KY
2012 - Top Places to Work in Louisville
2012, 2013, & 2014 - One of Business First's "Fast 50" Companies in Louisville
2014 Silver Award - Most Innovative Company of the Year (Canada and U.S.A.)
2010 - Financial Services Company of the Year
Posted On: July 21, 2017

Territory Consultant

As a member of Jefferson National’s top-performing sales team, the Territory Consultant will be responsible for sales support of JNF’s groundbreaking investment platform.  This will involve market research, lead qualification and relationship-building with RIAs and fee-based financial advisors.  This is an outstanding opportunity for an energetic, self-motivated individual looking to start a career in financial services and wealth management.  With provided experience and training, the Territory Consultant will be on a career track to becoming a Territory Manager.

 

With Jefferson National, your desire to learn the financial services industry and ability to grow can lead to financial success and the added reward of working for a value-driven company that succeeds by helping others.  We offer one-on-one mentorships and a solid training program to support your skills development.  You will also obtain your FINRA Series 6 and 63 securities licenses as well as your KY state life insurance license as part of our company-paid training program. 

Qualifications:

  • Bachelor’s degree required
  • Motivated, self-starter who is driven to succeed
  • Excellent relationship-building skills
  • Comfortable with understanding and comprehending financial concepts
  • Competitive by nature
  • Ability to identify and cultivate new business relationships and follow up on leads
  • Strong written and verbal communication skills
  • Ability to work effectively both within a team construct and as an individual contributor

Benefits:

In addition to a competitive starting base salary of $41,500 plus performance bonuses, we also offer:

  • Annual Bonus based on Company and Individual Performance
  • Medical, Dental & Vision Insurance
  • Life and AD&D Insurance
  • Short Term & Long Term Disability
  • Flexible Spending Accounts & Health Savings Accounts
  • Paid Time Off
  • 401(k) Plan with Company Match
  • Performance Incentives
  • Growth and Promotion Opportunities

Jefferson National Financial is a growing, dynamic financial services company headquartered in Louisville, KY. We have successfully established ourselves as a differentiated product and service provider to fee-based financial advisors. Our unique, award-winning marketing and technology platform and a strong, seasoned management team have positioned us as an industry innovator. JNF is currently seeking a Territory Consultant to join our growing team in Louisville, KY.





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