Regional Vice President - Independent West - CA (N. Orange County)

Jackson National Life Insurance • Nashville, TN

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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, using meetings, seminars, campaigns, and follow-up. The RVP keeps BD advisors informed about Jackson product and service enhancements. The territory is in Northern Orange County, California.

The role works closely with the VP, Divisional Sales Manager, and an Internal Wholesaler to develop and execute territory sales plans, identify and support advisor leads, train advisors, manage resources and expenses, and maintain advisor and sales activity data. The position requires extensive travel, including overnight travel, and at least four days per week in the field meeting with advisors.

The role requires a bachelor’s degree, at least three years of relevant sales experience, Securities Industry Essentials (SIE), FINRA Series 6 or 7, FINRA Series 63, and a State Insurance License. Base pay is $50,000, with eligibility for an annual bonus and sales-based special compensation. The role is also eligible for compensated personal time off, 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 a State Insurance License required.
• 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.
• 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.
• Minimum of four days per week in the field meeting with advisors.

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 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 generated 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.
• Maintain knowledge of Jackson products, product enhancements, and marketing campaigns.
• Meet activity requirements.

Benefits

• Annual bonus program eligibility
• Sales-based special compensation eligibility
• Compensated personal time off
• Holidays
• Health benefits
• 401(k) plan with generous matching
• Other benefit programs according to company employment policies and the terms of the plans

What This Job Offers

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