Regional Wealth Strategy Director

Jackson; Nashville (TN); On-site; USD 150,000 - 171,000; Full time

Benefits offered by this job

Annual bonus

Long-term incentives

401(k) match

Job summary

Jackson in Nashville seeks a Regional Planning Director to promote Jackson's investment products through advanced retirement and wealth planning strategies. You will act as a consultant to the sales force, identifying and closing sales opportunities while mentoring staff and enhancing training programs.

You will lead presentations, generate case illustrations, and develop sales plans across the territory. Expect extensive travel, collaboration with advisors, and participation in bonus/long-term

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 required.
• Securities Industry Essentials (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 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.

Skills

Advanced strategies

Verbal communication

Written communication

Public speaking

Sales strategy

Research & analytics

Autonomy

Travel readiness

Education

Bachelor's degree

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

Job description

Jackson in Nashville seeks a Regional Planning Director to promote Jackson's investment products through advanced retirement and wealth planning strategies. You will act as a consultant to the sales force, identifying and closing sales opportunities while mentoring staff and enhancing training programs.

You will lead presentations, generate case illustrations, and develop sales plans across the territory. Expect extensive travel, collaboration with advisors, and participation in bonus/long-term