Regional Vice President - BWA West - AZ

Jackson•Nashville, TN

About The Position

The Regional Vice President (RVP) creates new and manages existing relationships with broker/dealer (BD) advisors to increase Jackson sales in the assigned territory. The role accomplishes this through meetings, seminars, campaigns, and follow-up, while keeping BD advisors informed about Jackson's product and service enhancements. The RVP works with sales leadership and an Internal Wholesaler to develop territory sales, train advisors, manage resources and expenses, and maintain advisor and sales activity information.

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 a 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, new, or enhanced Jackson products and Jackson marketing campaigns.
Experience marketing investments and annuities to advisors, and 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, with a minimum of four days per week in the field meeting with advisors.
Meet activity requirements.

Nice To Haves

At least 5 years of sales experience in investments, mutual funds, insurance, or annuities.
Prior annuity or investment external wholesaling experience.

Responsibilities

Work closely with the VP, Head of Sales to develop a business plan that maximizes 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.
Strategically 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 generated through 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.