Regional Vice President - Independent SE - Maryland (Baltimore)

Jackson • Nashville, TN

9d

About The Position

The Regional Vice President (RVP) creates new and manages existing relationships with broker/dealer advisors to increase Jackson sales in the assigned territory. The role uses meetings, seminars, campaigns, and follow-up to build advisor relationships and keeps advisors informed about Jackson product and service enhancements. The territory is Maryland (Baltimore), and the candidate must reside in the territory.

The RVP works with the VP, Head of Sales, to develop a territory business plan; grows and supports advisor relationships; delivers product and sales training; and manages resources, budget, and expenses. The role also partners with an Internal Wholesaler, maintains advisor and sales activity information in Jackson databases, and uses a CRM system to communicate with internal partners. Extensive travel is required, including overnight travel, with at least four days per week in the field meeting with advisors.

The position requires a bachelor's degree, at least three years of relevant sales experience, and the Securities Industry Essentials (SIE), FINRA Series 6 or 7, FINRA Series 63, and State Insurance License. The stated base pay is $50,000. The role is eligible for an annual bonus program, special sales-based compensation, compensated personal time off and holidays, health benefits, a 401(k) plan with matching, and other benefit programs subject to company policies and plan terms.

Requirements

• Bachelor's degree required.
• At least 3 years of sales experience in investments, mutual funds, insurance, or annuities required.
• Securities Industry Essentials (SIE) required.
• FINRA Series 6 or 7, FINRA Series 63, and State Insurance License required.
• Strong ability to work independently and 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.
• Maintain knowledge of existing and new or enhanced Jackson products and Jackson marketing campaigns.
• Experience marketing investments and annuities to advisors.
• Ability to identify and position products and services used in financial planning.
• Proven ability to grow a territory, measured by sales, producer count, and persistency of business.
• Strong aptitude for technology, including software applications, email, and database management from remote locations.
• Ability to travel extensively, including overnight travel, and spend a minimum of four days per week in the field meeting with advisors.
• Meet activity requirements.
• Must reside in the Maryland (Baltimore) territory.

Nice To Haves

• 5 or more years of sales experience in investments, mutual funds, insurance, or annuities preferred.
• Prior annuity or investment external wholesaling experience preferred.

Responsibilities

• Work with the VP, Head of Sales, to develop an appropriate business plan to maximize territorial sales.
• Identify and develop top-producing and multi-product advisors, recruit new advisors, and strengthen relationships with existing producers.
• Conduct product and sales training through individual and group meetings, seminars, and conferences.
• Plan and manage the deployment of resources to maximize territory sales while managing budget and expenses.
• Work with an Internal Wholesaler to identify and foster leads from referrals, campaigns, territory canvassing, and meeting follow-up.
• Use Jackson databases to create and maintain advisor profiles and sales activity data.
• Use the CRM system to communicate effectively with internal partners.
• Perform other duties and/or projects as assigned.

Benefits

• Annual bonus program eligibility.
• Eligibility to earn special compensation based on sales.
• Compensated personal time off and holidays.
• Health benefits.
• 401(k) plan with generous matching.
• Other benefit programs according to company employment policies and the formal terms of the plans and programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level