Regional Planning Director

🕒 September 24

🎸 Tennessee – Remote

🎸 Tennessee – Remote

💵 $150k - $171k / year

⏰ Full Time

🔴 Lead

👔 Director

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 23%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Jackson

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

📣 Marketing

💸 Finance

💰 Post-IPO Equity on 2023-03

Consulting • Marketing • Finance

Jackson is committed to helping clarify the complexity of retirement planning. The company offers a range of annuity products and possesses significant financial expertise, aiming to reduce the confusion surrounding retirement plans. Jackson focuses on strengthening financial literacy to ensure that every American has access to the resources needed for managing their finances and planning for the future. With a dedication to clarity and better outcomes, Jackson also values diversity and inclusion within its workforce as part of its commitment to talent development and service excellence.

📋 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

🎯 Requirements

• 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

🏖️ Benefits

• 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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