Regional Vice President - BWA West - AZ

Jackson National Life Insurance • Nashville, TN

3d

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 builds those relationships through meetings, seminars, campaigns, and follow-up, and keeps BD advisors informed about Jackson’s product and service enhancements.

The RVP works with the VP, Head of Sales to develop a territory business plan, grows and supports advisor relationships, and delivers product and sales training. The position also plans and manages territory resources, budget, and expenses, and partners with an Internal Wholesaler to identify and follow up on leads. The role uses Jackson databases and a CRM system to maintain advisor and sales information and communicate with internal partners. Extensive travel is required, including overnight travel, with a minimum of four days per week in the field meeting 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.
• Maintain knowledge of existing, new, and 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 as 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, 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 deployment of resources to maximize territory sales, and manage the territory budget and expenses.
• Work with an Internal Wholesaler to identify and foster 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/or 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.
• 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