Agencies West - Texas (South)

Jackson•Nashville, TN

About The Position

The Regional Vice President (RVP) creates new and manages existing relationships with advisors in banks, wirehouses, and agencies to increase Jackson sales in the assigned territory. The role uses meetings, seminars, campaigns, and follow-up, and keeps advisors informed about Jackson product and service enhancements. The territory is South Texas, and the candidate must live within the territory. The RVP works with the VP, Divisional Sales Manager, and an Internal Wholesaler to plan and execute territory sales activity, develop advisors, provide product and sales training, and manage resources and expenses. The position requires extensive travel, including overnight travel, with at least four days per week in the field meeting advisors.

Requirements

Bachelor's degree.
At least 3 years of sales experience in investments, mutual funds, insurance, or annuities.
Securities Industry Essentials (SIE) qualification.
FINRA Series 6 or 7, FINRA Series 63, and a State Insurance License.
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 business persistency.
Strong technology aptitude, 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 advisors.
Meet activity requirements.
Live in the South Texas territory.

Nice To Haves

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

Responsibilities

Work with the VP, Divisional Sales Manager to develop a 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 meetings, 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 develop 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.