Planning Director

The Jackson National Life Insurance Company; Nashville (TN); On-site; USD 120,000 - 180,000; Full time

Job summary

The Planning Director at Jackson National Life Insurance Company will support and promote the sale of investment products through advanced retirement and wealth planning strategies. This role serves as a consultant to the sales force and a business partner to advisors by identifying and helping close sales opportunities while mentoring staff.

They will develop business plans to grow sales in the assigned territory, prepare advanced strategy presentations and marketing materials, and train

Qualifications

• Bachelor's Degree required.
• Advanced degree or certification, including LLM, MBA, CIMA, CAIA, or CFA, required.
• JD, CFP, or CPA preferred.
• 8+ years of experience in financial services sales or consultation required.
• SIE required.
• FINRA Series 6 or 7 within 60 Days required.
• FINRA Series 63 within 60 Days required.

Responsibilities

• Communicates advanced strategies concepts to wholesalers and representatives over the phone and in-person.
• Conducts advanced strategies presentations on advanced sales concepts.
• 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 to 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 Advanced Strategies Consultants.
• Sets the example for advanced strategies conduct, commitment, and performance.
• Other Duties: Performs other duties and/or projects as assigned.

Skills

Verbal communication

Written communication

Public speaking

Sales skills

Research & analysis

Autonomy

Travel readiness

Education

Bachelor's degree

Advanced degree or certification (LLM, MBA, CAIA, CFA)

JD, CFP, or CPA preferred

Securities Industry Essentials (SIE)

FINRA Series 6 or 7 within 60 days

FINRA Series 63 within 60 days

Job description

Job Purpose

The Planning Director will support and promote the sale of Jackson's suite of investment products through advanced retirement and wealth planning strategies. This individual 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 Planning 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.
• 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 to 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 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 to 25%+ travel required.

Qualifications

• Bachelor's Degree required.
• Advanced degree or certification, including LLM, MBA, CIMA, CAIA, or CFA, required.
• JD, CFP, or CPA preferred.
• 8+ years of experience in financial services sales or consultation required.
• Securities Industry Essentials (SIE) required.
• FINRA Series 6 or 7 within 60 Days required.
• FINRA Series 63 within 60 Days required.

Equal 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.

Company Information

Jackson is the marketing name for Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and Jackson National Life Insurance Company of New York (Home Office: Purchase, New York). Jackson National Asset Management, LLC (JNAM) located in Chicago, Illinois, is an SEC-registered investment adviser and Jackson subsidiary. Annuities are distributed by Jackson National Life Distributors LLC, Member FINRA. Jackson companies offer an outstanding benefits package including competitive pay, bonuses, comprehensive health insurance benefits, a matching 401(k) retirement plan, adoption assistance, education matching gift program and dependent tuition program.

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