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Director, Advanced Strategies
Jackson National Life Insurance Company
Nashville, TN, United States
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Description
Jackson National Life Distributors LLC (JNLD) has an opening for a Director, Advanced Strategies.
Job Purpose
The Director of Advanced Strategies will promote the sale of Jackson's suite of investment products through advanced retirement and wealth planning strategies. A Director acts as a consultant and liaison to the sales force and a business partner to their advisors, by communicating, identifying, and helping to close sales opportunities. A Director is a mentor, provides guidance, and trains other staff members. Directors are the core of the advanced strategy department which means they are at the center of the thought leadership of the distribution company.
Essential Job Duties & Responsibilities
• Communicate Advanced Strategies concepts to wholesalers and representatives over the phone and in person.
• Conduct Advanced Strategies presentations on advanced sales concepts.
• Generate specific case illustrations for wholesalers and representatives in their territory.
• Develop and manage a regionalized business plan to enhance sales in assigned territory.
• Develop Advanced Strategies presentations, marketing materials, and white papers.
• Draft summaries, articles, and presentations that address product, industry, and regulatory issues.
• Respond to, follow up on, and make outbound calls to support sales.
• Conduct research and stay abreast of industry and regulatory changes to support consulting activities and the development of marketing materials.
• Conduct continuing education programs.
• Provide training to Sales Desk employees, external wholesalers and other associates.
• Provide training and assistance to less experienced Advanced Strategies consultants.
• Set the example for Advanced Strategies conduct, commitment, and performance.
Other Duties
• Project lead as assigned.
• Support VP with management of unit as assigned.
• Other duties as assigned.
Qualifications
Job Requirements (Knowledge, Skills, & Abilities)
• Expertise in annuities, mutual funds, and other investment related sales strategies.
• Expertise in advanced case design including but not limited to estate planning, taxation, retirement plans and charitable giving.
• Strong verbal and written communication skills.
• Expert level 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 75%+ travel required.
Education and Experience Required
• Bachelor's Degree.
• 5+ years experience in financial services sales or consultation.
Certifications, Licenses, Registrations Required
• FINRA Series 6 and 63 at minimum. FINRA Series 7 preferred.
• One or more of the following: JD, LLM, CFP, MBA, CPA, CIMA, CAIA or CFA.