Regional Planning Director

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

Benefits offered by this job

Bonus program

Long-term incentives

Health benefits

401(k) plan

Job summary

The Jackson National Life Insurance Company is seeking a Regional Planning Director to promote retirement and wealth planning strategies and mentor staff. This role focuses on identifying and closing sales opportunities, delivering advanced strategy presentations, and training across the sales organization.

Required expertise includes annuities, mutual funds, estate planning, and complex case design. Expect up to 75% travel and a strong emphasis on client relationships and regulatory knowledge.

Qualifications

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

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 addressing product, industry, and regulatory issues.

Skills

Annuities

Mutual funds

Investment sales strategies

Advanced case design

Estate planning

Taxation

Retirement plans

Charitable giving

Public speaking

Relationship building

Sales skills

Research skills

Autonomous work

Education

Bachelor's Degree

Advanced degree/certification (LLM, MBA, CIMA, CAIA, CFA)

JD, CFP, or CPA preferred

Securities Industry Essentials (SIE)

FINRA Series 6 or 7

Job description

Job Purpose

The Regional 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.
• 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 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.
• Other Duties Performs other duties and/or projects as assigned.
• Up to 75%+ travel required.

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 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 required.

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.

Compensation and Benefits

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.

At Jackson, our employees are empowered to bring a fresh perspective, confront new challenges, and define their own career paths. We value the unique perspectives and innovative ideas that come from our employees' diverse backgrounds.

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.