Advanced Planning Director

Jackson; Nashville (TN); Hybrid; USD 150,000 - 171,000; Full time

Job summary

Jackson is seeking an Advanced Planning Director to promote retirement and wealth planning products and to mentor the sales force. The role combines consulting with sales leadership, requiring expert knowledge of annuities, funds, and advanced design strategies.

Travel up to 75% and potential remote work for non-local candidates are included, with some hybrid work for those near Franklin, TN. The ideal candidate holds a Bachelor's degree plus an advanced credential (CFP, MBA, CPA, CFA, etc.) and

Qualifications

• Bachelor’s Degree required.
• Advanced degree or certification (CFP, MBA, CPA, CFA) required.
• 8+ years experience in financial services sales or consultation.
• 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.

Responsibilities

• Communicates Advanced Strategies concepts to wholesalers and representatives.
• Conducts Advanced Strategies presentations on advanced sales concepts.
• Generates 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 addressing product, industry, and regulatory issues.
• Responds to, follows up on, and makes outbound calls to support sales.
• Conducts research and stays 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.
• Performs other duties and/or projects as assigned.

Skills

Annuities

Mutual funds

Advanced case design

Public speaking

Sales skills

Communication

Relationship building

Research & analysis

Autonomous work

Travel 75%+

Education

Bachelor’s Degree

Advanced degree or certification (CFP, MBA, CPA, CFA, etc.)

FINRA SIE

FINRA Series 6/7 and 63

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 manage 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.


• 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 wouldwork a hybrid schedule when not traveling within their territory.

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.

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. Company facilities and campuses are tobacco-free environments.

Base Pay:

$150,000.00 - $171,000.00. The base salary for this position may vary depending on experience, job-related knowledge, skills, and abilities. 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.