Regional Planning Director

🕒 il y a 1 mois

🎸 Tennessee – Distant

infoinfo

💵 $150 000 - $171 000 / an

⏰ Temps Plein

🔴 Expert

👔 Directeur

🗣️🇺🇸🇬🇧 Anglais requis

D'où vient cette offre

Publiée sur la page carrières de Jackson, pas via un site d'emploi

Repérée par Remote Rocketship il y a 1 mois

Toujours ouverte sur le site de Jackson. Vérifiée il y a 1 heure.

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Jackson

1001 - 5000 employés

💼 Conseil

📣 Marketing

💸 Finance

💰 Post-IPO Equity en 2023-03

Consulting • Marketing • Finance

Jackson® s'engage à clarifier la complexité de la planification de la retraite. Notre gamme de produits d'annuities, notre expertise financière, notre historique de service primé* et nos expériences simplifiées visent à réduire la confusion qui complique les plans de retraite.

Description

• Support and promote the sale of Jackson's investment products through advanced retirement and wealth planning strategies • Act as a consultant and liaison to the sales force and business partner to advisors • Communicate, identify, and help close sales opportunities • Mentor, guide, and train staff members • Communicate advanced strategy concepts to wholesalers and representatives by phone and in person • Conduct advanced strategy presentations on advanced sales concepts • Generate case illustrations for wholesalers and representatives in the assigned territory • Develop and manage a business plan to enhance sales in the assigned territory • Develop advanced strategy presentations, marketing materials, and white papers • Draft summaries, articles, and presentations addressing product, industry, and regulatory issues • Respond to, follow up on, and make outbound sales-support calls • Research and monitor industry and regulatory changes • Conduct continuing education programs • Train sales desk employees, external wholesalers, and other associates • Train and assist less experienced Advanced Strategies Consultants • Perform other duties and/or projects as assigned

🎯 Exigences

• 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 required • Expertise in annuities, mutual funds, and other investment-related sales strategies • Expertise in advanced case design, including 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 75%+ travel required

🏖️ Avantages

• Annual bonus program • Potential eligibility for long-term incentives program • Compensated personal time off • Paid holidays • Health benefits • 401(k) plan with generous matching • Other benefit programs according to Company employment policies and formal plan terms

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Développé par Lior Neu-ner. J'aimerais beaucoup recevoir vos retours — contactez-moi en DM ou par e-mail support@remoterocketship.com
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