Regional Vice President - BWA West - AZ

The Jackson National Life Insurance Company; Nashville (TN); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Annual bonus program

Health benefits

401(k) plan with matching

Job summary

The Jackson National Life Insurance Company, based in Nashville, seeks a Regional Vice President to expand Jackson sales by building and managing broker/dealer relationships. The role drives meetings, seminars, campaigns and follow-up to inform BD advisors about Jackson product and service enhancements.

You will travel extensively, develop territory plans, recruit top advisors, and lead presentations. Strong sales and communication skills, plus product knowledge, are essential for success.

Qualifications

• Bachelor's degree required and relevant sales experience.
• 3+ years of sales experience in investments, mutual funds, insurance or annuities.
• 5+ years of sales experience preferred.
• SIE required; FINRA 6/7 and 63 or equivalent state license preferred.

Responsibilities

• Develops a business plan to maximize territorial sales.
• Identifies and develops top advisors; recruits new ones.
• Delivers product and sales training through meetings and seminars.
• Manages resources, budget and expenses to maximize sales.
• Maintains advisor data in Jackson databases and CRM.

Skills

Independent work

Presentations to advisors

Sales principles

Product knowledge

CRM proficiency

Travel readiness

Education

Bachelor's Degree

SIE certification

FINRA Series 6/7

State Insurance License

Tools

CRM software

Database management

Job description

Job Purpose

The Regional Vice President (RVP) is responsible for creating new and managing existing relationships with broker/dealer (BD) advisors to increase Jackson sales in the given territory. This is accomplished through meetings, seminars, campaigns and follow up. The RVP is responsible for keeping BD advisors informed of Jackson's rapidly changing product and service enhancements.

Essential Responsibilities

Works closely with the VP, Head of Sales to develop an appropriate business plan to maximize territorial sales.

• Identifies and develops top producing advisors, multi-product advisors, recruits new advisors and strengthens relationships with existing producers.
• Conducts product and sales training through individual meetings, group meetings, seminars and conferences.
• Strategically plans and manages the deployment of resources to maximize territory sales while being responsible for budget and expenses.
• Works in conjunction with an Internal Wholesaler to identify and foster leads generated from referrals, campaigns and territory canvassing, and meeting follow-up.
• Utilizes Jackson databases to create and maintain advisor profile and data on sales activity.
• Utilizes CRM system to communicate effectively with internal partner.

Other Duties

Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities

• Strong ability to work independently and to communicate clearly and concisely.
• Ability to create and deliver effective presentations to current and prospective advisors.
• Thorough knowledge of sales and marketing principles and practices.
• Expected to maintain knowledge of existing Jackson products, new or enhanced Jackson products, and Jackson marketing campaigns.
• Experience in marketing investments and annuities to advisors.
• Ability to identify and position the products and services used in financial planning.
• Proven ability in growing a territory as measured by sales, producer count and persistency of business.
• Strong aptitude for technology, including software applications, e-mail and database management from remote locations.
• Ability to travel extensively, including overnight travel.
• Minimum of four days per week in the field meeting with advisors. Meet activity requirements.

Qualifications

• Bachelor's Degree required.
• 3+ years of sales experience in investments, mutual funds, insurance or annuities required.
• 5+ years of sales experience in investments, mutual funds, insurance or annuities preferred.
• Prior annuity or investment external wholesaling experience is preferred.
• Securities Industry Essentials (SIE) required.
• FINRA Series 6 or 7, FINRA Series 63, State Insurance License 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 facilities and campuses are tobacco-free environments.

Base Pay

Base Pay: $50,000.00. The amount listed reflects base salary only. In addition to the base salary, this role is eligible to participate in our annual bonus program and will be eligible to earn special compensation based on sales. 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.

Benefits

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.

Company Overview

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.

Further Information

To learn more about Jackson's financial strength and results, visit jackson.com.