Advanced Planning Director

Jackson • Nashville, TN

1d

About The Position

The Advanced Planning Director will support and promote the sale of Jackson's suite of investment products through advanced retirement and wealth planning strategies. The 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. The Director mentors, provides guidance, and trains other staff members.

Requirements

• 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.
• 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 75%+ travel required.
• Bachelor's Degree required.
• 8+ years experience in financial services sales or consultation required.
• Securities Industry Essentials (SIE) required.
• FINRA Series 6 or 7 required.

Nice To Haves

• Master's Degree Advanced degree or certification, including JD, LLM, CFP, MBA, CPA, CIMA, CAIA or CFA preferred.

Responsibilities

• Communicates Advanced Strategies concepts to wholesalers and representatives over the phone and in person.
• Conducts Advanced Strategies presentations on advanced sales concepts.
• Generates specific case illustrations for wholesalers and representatives in their territory.
• Develops and manage a business plan to enhance sales in assigned territory.
• Develops Advanced Strategies presentations, marketing materials, and white papers.
• Drafts summaries, articles, and presentations that address product, industry, and regulatory issues.
• Responds to, follows up on, and makes outbound calls to support sales.
• Conducts research and stay abreast of industry and regulatory changes to support consulting activities and the development of marketing materials.
• Conducts continuing education programs.
• Provides training to Sales Desk employees, external wholesalers and other associates.
• Provides training and assistance to less experienced Advanced Strategies consultants.
• Sets the example for Advanced Strategies conduct, commitment, and performance.
• Performs other duties and/or projects as assigned.

Benefits

• Jackson companies offer an outstanding benefits package including competitive pay, bonuses, comprehensive health insurance benefits, a matching 401(k) retirement plan, adoption assistance, education matching gift program and dependent tuition program.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 101-250 employees