Regional Vice President - Independent SE - Maryland (Baltimore)

Jackson National Life Insurance • Nashville, TN

8d • Onsite

About The Position

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

The RVP works with the VP, Head of Sales, to develop a business plan for maximizing territorial sales; identifies, develops, and recruits advisors; delivers product and sales training; and plans and manages resources, budgets, and expenses. The role also partners with an Internal Wholesaler to develop leads, maintains advisor profiles and sales activity in Jackson databases, and uses a CRM system to communicate with internal partners. The position requires extensive travel, including overnight travel, and at least four days per week in the field meeting with advisors.

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.
• 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.
• Must reside in the Maryland (Baltimore) territory.

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, Head of Sales, 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 and manage 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.
• Keep BD advisors informed about Jackson product and service enhancements.
• Meet activity requirements and spend a minimum of four days per week in the field meeting with advisors.
• Perform other duties and/or projects as assigned.

Benefits

• Eligible for the annual bonus program and 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 those plans and programs.

What This Job Offers

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