Regional Vice President – Independent SE

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🦀 Maryland – Remote

🦀 Maryland – Remote

💵 $50k / year

⏰ Full Time

🔴 Lead

👔 Vice President

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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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

• Create new and manage existing relationships with broker/dealer advisors to increase Jackson sales in the territory • Keep broker/dealer advisors informed of Jackson's product and service enhancements • Work with the VP, Head of Sales to develop a business plan to maximize territorial sales • Identify and develop top-producing and multi-product advisors, recruit new advisors, and strengthen existing producer relationships • Conduct product and sales training through individual and group meetings, seminars, and conferences • Plan and manage resource deployment to maximize territory sales while managing budget and expenses • Work with an Internal Wholesaler on referrals, campaigns, territory canvassing, and meeting 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

🎯 Requirements

• Must reside in the Maryland (Baltimore) territory • 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 • Prior annuity or investment external wholesaling experience preferred • 5+ years of sales experience in investments, mutual funds, insurance or annuities preferred • Experience in marketing investments and annuities to advisors • Thorough knowledge of sales and marketing principles and practices • Strong aptitude for technology, including software applications, e-mail 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 • Meet activity requirements

🏖️ Benefits

• 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

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