Regional Vice President - Banks/Wires/Agencies West - Texas (South)

Jackson National Life Insurance • Nashville, TN

6d

About The Position

The Regional Vice President (RVP) creates new and manages existing relationships with advisors in banks, wires, and agencies to increase Jackson sales in the assigned territory. The territory is South Texas, and the candidate must live within it. The RVP keeps advisors informed about Jackson product and service enhancements and works with internal partners to maximize territorial sales.

Requirements

• Bachelor's degree required.
• At least 3 years of sales experience in investments, mutual funds, insurance, or annuities.
• 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.
• Ability to maintain knowledge of Jackson products, product enhancements, and 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.

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 with the VP, Divisional Sales Manager 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.
• 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 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 projects as assigned.
• Travel extensively, including overnight travel, and spend a minimum of four days per week in the field meeting with advisors.
• Meet activity requirements.

Benefits

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

What This Job Offers

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