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Job Purpose
The Regional Vice President (RVP) is responsible for creating new and managing existing relationships with broker/dealer (BD) advisors to increase Jackson sales in the given territory. This is accomplished through meetings, seminars, campaigns and follow up. The RVP is responsible for keeping BD advisors informed of Jackson's rapidly changing product and service enhancements. The territory is located in CA (N. Orange County).
Essential Responsibilities
Works closely with the VP, Divisional Sales Manager to develop an appropriate business plan to maximize territorial sales.
Identifies and develops top producing advisors, multi-product advisors, recruits new advisors and strengthens relationships with existing producers.
Conducts product and sales training through individual meetings, group meetings, seminars and conferences.
Strategically plans and manages the deployment of resources to maximize territory sales while being responsible for budget and expenses.
Works in conjunction with an Internal Wholesaler to identify and foster leads generated from referrals, campaigns and territory canvassing, and meeting follow-up.
Utilizes Jackson databases to create and maintain advisor profile and data on sales activity.
Utilizes CRM system to communicate effectively with internal partner.
Other Duties
Performs other duties and/or projects as assigned.
Knowledge, Skills and Abilities
Strong ability to work independently and to communicate clearly and concisely.
Ability to create and deliver effective presentations to current and prospective advisors.
Thorough knowledge of sales and marketing principles and practices.
Expected to maintain knowledge of existing Jackson products, new or enhanced Jackson products, and Jackson marketing campaigns.
Experience in marketing investments and annuities to advisors.
Ability to identify and position the products and services used in financial planning.
Proven ability in growing a territory as measured by sales, producer count and persistency of business.
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.
Qualifications
Bachelor's Degree required.
3+ years of sales experience in investments, mutual funds, insurance or annuities required.
5+ years of sales experience in investments, mutual funds, insurance or annuities preferred.
Prior annuity or investment external wholesaling experience is preferred.
Securities Industry Essentials (SIE) required.
FINRA Series 6 or 7, FINRA Series 63, State Insurance License required.
Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.
Base Pay:
$50,000.00. The amount listed reflects base salary only. In addition to the base salary, this role is eligible to participate in our annual bonus program and will be eligible to earn special compensation based on sales. This role will also be eligible for compensated personal time off and holidays, health benefits, 401(k) plan with generous matching and other benefit programs according to the Company's employment policies and subject to the formal terms of such plans and programs.
