Regional Planning Director

Jackson; United States; Remote; USD 150,000 - 171,000; Full time

Benefits offered by this job

Annual bonus program

Long-term incentives

Paid time off

Health benefits

401(k) matching

Job summary

Jackson seeks a Regional Planning Director to promote Jackson's investment products through advanced retirement and wealth planning.

The role consults with the sales force, mentors staff, and develops strategies to close opportunities across a broad territory. Requires 8+ years in financial services sales, SIE, and Series 6/7, with travel up to 75% and a Bachelor’s degree; advanced degrees or certifications preferred.

Qualifications

• Experience in financial services sales or consultation.
• Expertise in estate planning, taxation, retirement plans.
• Strong verbal and written communication skills.
• Strong presentation and public speaking abilities.
• Ability to build relationships and network effectively.
• Willingness to travel up to 75%+.

Responsibilities

• Communicates advanced strategies concepts to wholesalers and representatives.
• Develops and manages a territory business plan to enhance sales.
• Creates marketing materials and white papers on advanced strategies.
• Trains sales desks, external wholesalers, and other staff.
• Mentors and provides guidance to less experienced consultants.
• Responds to inquiries and makes outbound calls to support sales.
• Keeps current on industry and regulatory changes.
• Leads continuing education programs.

Skills

Annuities

Mutual funds

Advanced strategies

Communication skills

Presentation skills

Sales skills

Research and analytics

Autonomous work

Travel readiness

Education

Bachelor's degree

Advanced degree or cert.

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.

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 75%+ 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 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.

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.