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.
- 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
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.