
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.
🔥 12 hours ago
🎸 Tennessee – Remote
💵 $50k / year
⏰ Full Time
🔴 Lead
👔 Vice President
🦅 H1B Visa Sponsor
👻 Ghost score 0%
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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.
• Create new and manage existing relationships with broker/dealer advisors to increase Jackson sales in the assigned territory • Keep broker/dealer advisors informed about Jackson product and service enhancements • Work with the VP, Head of Sales to develop a business plan maximizing territorial sales • Identify and develop top-producing and multi-product advisors • Recruit new advisors and strengthen relationships with existing producers • Conduct product and sales training through individual and group meetings, seminars and conferences • Plan and manage resource deployment to maximize territory sales • Manage territory budget and expenses • Work with an Internal Wholesaler on referrals, campaigns, territory canvassing and follow-up • Maintain advisor profiles and sales activity data in Jackson databases • Use the CRM system to communicate with internal partners • Perform other assigned duties and projects
• Bachelor's Degree required • 3+ years of sales experience in investments, mutual funds, insurance or annuities required • Securities Industry Essentials (SIE) required • FINRA Series 6 or 7 required • FINRA Series 63 required • State Insurance License required • Experience in marketing investments and annuities to advisors • Thorough knowledge of sales and marketing principles and practices • Knowledge of Jackson products and marketing campaigns • Ability to create and deliver effective presentations • Strong aptitude for technology, including software applications, email and database management from remote locations • Ability to travel extensively, including overnight travel • Minimum of four days per week in the field meeting with advisors • Ability to work independently and communicate clearly and concisely • Ability to identify and position products and services used in financial planning • Proven ability to grow a territory as measured by sales, producer count and persistency of business • Ability to meet activity requirements
• Annual bonus program • Special compensation based on sales • Compensated personal time off • Paid holidays • Health benefits • 401(k) plan with generous matching • Other benefit programs according to the Company's employment policies and formal plan terms • Tobacco-free company facilities and campuses
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