Advanced Planning Director

The Jackson National Life Insurance Company; Nashville (TN); On-site; USD 150,000 - 171,000; Full time

Benefits offered by this job

Annual bonus program

Health benefits

401(k) plan with generous matching

Compensated personal time off and holidays

Job summary

The Jackson National Life Insurance Company is seeking an Advanced Planning Director to enhance the sale of investment products using advanced retirement and wealth planning strategies. The Director will communicate with sales teams and mentors, developing training materials and presentations.

Qualified candidates need a Bachelor's Degree plus advanced certification, with at least 8 years of financial services experience. The position requires significant travel and offers a hybrid schedule for those living close to the office.

Qualifications

• 8+ years experience in financial services sales or consultation required.
• FINRA SIE, FINRA Series 6 or 7 and 63 required.
• Ability to obtain required registrations within 90 days if not already registered.

Responsibilities

• Support and promote sales through retirement and wealth planning strategies.
• Conduct presentations on advanced sales concepts.
• Develop and manage a business plan to enhance sales.

Skills

Expertise in annuities

Advanced case design

Strong verbal and written communication

Strong presentation skills

Relationship building

Demonstrated sales skills

Research and analytical skills

Ability to work autonomously

Education

Bachelor's Degree

Advanced degree or certification (JD, LLM, CFP, MBA, CPA, CIMA, CAIA, CFA)

Job description

Job Purpose

The Advanced Planning Director will support and promote the sale of Jackson's suite of investment products through advanced retirement and wealth planning strategies. The Director acts as a consultant and liaison to the sales force and a business partner to their advisors, by communicating, identifying, and helping to close sales opportunities. The Director mentors, provides guidance, and trains other staff members.

Essential Responsibilities

• Communicates Advanced Strategies concepts to wholesalers and representatives over the phone and in person.
• Conducts Advanced Strategies presentations on advanced sales concepts.
• Generates specific case illustrations for wholesalers and representatives in their territory.
• Develops and manages a business plan to enhance sales in assigned territory.
• Develops Advanced Strategies presentations, marketing materials, and white papers.
• Drafts summaries, articles, and presentations that address product, industry, and regulatory issues.
• Responds to, follows up on, and makes outbound calls to support sales.
• Conducts research and stay abreast of industry and regulatory changes to support consulting activities and the development of marketing materials.
• Conducts continuing education programs.
• Provides training to Sales Desk employees, external wholesalers and other associates.
• Provides training and assistance to less experienced Advanced Strategies consultants.
• Sets the example for Advanced Strategies conduct, commitment, and performance.
• Other Duties: Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities

• Expertise in annuities, mutual funds, and other investment related sales strategies.
• Expertise in advanced case design including but not limited to estate planning, taxation, retirement plans and charitable giving.
• Strong verbal and written communication skills.
• Strong presentation skills with demonstrated experience in public speaking.
• Solid relationship building and interpersonal skills.
• Demonstrated sales skills.
• Strong research and analytical skills.
• Ability to work autonomously in a collegial environment.

Qualifications

• Bachelor's Degree required.
• Advanced degree or certification, including JD, LLM, CFP, MBA, CPA, CIMA, CAIA or CFA required.
• 8+ years experience in financial services sales or consultation required.
• FINRA SIE, FINRA Series 6 or 7 and 63 required.
• Applicants without the required registration(s) will have 90 days to obtain the required registration(s), but will be limited in job function until complete registration(s) is obtained.

Travel & Location

Up 75%+ travel required. If located outside a commutable distance from our Franklin, TN office, an associate may work fully remote. Those within a commutable distance would work a hybrid schedule when not traveling within their territory.

Compensation & Benefits

Base Pay: $150,000.00 - $171,000.00. In addition to the base salary, this role will be eligible to participate in our annual bonus program and may be eligible to participate in our long-term incentives program. This role will also be eligible for compensated personal time off and holidays, health benefits, 401(k) plan with generous matching and other benefit programs according to the Company's employment policies and subject to the formal terms of such plans and programs.

Equal Employment Opportunity Statement

Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity.