Regional Wealth 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

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.