Director, Business Development Wholesaling
About The Position
The Director, Business Development Wholesaling (BDW) is responsible for creating and sustaining a top performing sales environment operating at the highest level of integrity and compliance and fostering an environment for development and training to prepare Business Development Wholesalers (BDWs) for External Wholesaler (EW) positions. This role trains BDWs to meet organizational sales goals, serves as a resource to the National Sales Desk, and acts as a liaison with various departments within Jackson, including New Business Units, Licensing, Commissions, Broker Services Management, Product Management, and Marketing. The position provides operational and sales support, sales coaching, and motivation to their team, including building sales presentations and teaching territory management skills. It also focuses on developing associates for successful career advancement to External Wholesaler or other Jackson positions, providing periodic development reviews, and monitoring sales calls and electronic communications to ensure adherence to company policies and observe performance. The role also involves conducting interviews, participating in the hiring process for BDW candidates, engaging with Senior Internal Wholesalers to discuss candidacy for the BDW program, and working with Divisional Sales Managers to understand the evolving needs of External Wholesalers. This includes building weekly and in-person meeting agendas with DSMs, traveling quarterly with EWs, and attending DSM Regional Meetings 2-4 times per year. The Director also performs miscellaneous special tactical and strategic projects as assigned by management.
Requirements
- Bachelor's Degree or relevant experience required.
- 5+ years of financial services industry experience required.
- 2+ years of experience as a Desk Director required for current Internal Sales Desk associates.
- FINRA SIE, FINRA Series 6 or 7, FINRA Series 24 or 26, FINRA Series 63, and State Insurance License required.
- Applicants without the required registrations will have 90 days to obtain them and will be limited in job function until complete registration is obtained.
Nice To Haves
- Prior management or leadership experience preferred.
- Prior external wholesaling experience preferred.
Responsibilities
- Trains BDWs to meet organizational sales goals.
- Serves as a resource to the National Sales Desk while acting as a liaison with various departments within Jackson, including but not limited to: New Business Units, Licensing, Commissions, Broker Services Management, Product Management, and Marketing.
- Provides operational and sales support, sales coaching, and motivation to their team, including building sales presentations and teaching territory management skills.
- Develops associates for successful career advancement to External Wholesaler or other Jackson positions.
- Provides periodic development reviews for BDWs that evaluate performance objectives and core competencies.
- Monitors sales calls and electronic communications to observe BDW’s demeanor, technical accuracy, sales ability, appointment quality, compliance, and adherence to company policies.
- Performs miscellaneous special tactical and strategic projects as assigned by management.
- Conducts interviews and participates in the hiring process for BDW candidates.
- Engages with Senior Internal Wholesalers (IWs) to discuss candidacy for BDW program.
- Works with Divisional Sales Managers (DSMs) to understand the evolving needs of EWs.
- Builds weekly and in-person meeting agendas with DSMs.
- Travels quarterly with EWs and attends DSM Regional Meetings 2-4 times per year.
- Performs other duties and/or projects as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
