Vice President Jobs

About The Position

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 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 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 persistency of business.
• Strong aptitude for technology, 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 with advisors.
• Meet activity requirements.
• Must reside in the Maryland (Baltimore) territory.

Nice To Haves

• 5 or more years of sales experience in investments, mutual funds, insurance, or annuities preferred.
• Prior annuity or investment external wholesaling experience preferred.

Responsibilities

• Work with the VP, Head of Sales, to develop an appropriate 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 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.

Benefits

• Annual bonus program eligibility.
• Eligibility to earn 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 the plans and programs.