Senior Wealth Planning & Strategy Director

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

Benefits offered by this job

Annual bonus program

Health benefits

401(k) plan with generous matching

Compensated personal time off and holidays

Job summary

The Jackson National Life Insurance Company is seeking an Advanced Planning Director to enhance the sale of investment products using advanced retirement and wealth planning strategies. The Director will communicate with sales teams and mentors, developing training materials and presentations.

Qualified candidates need a Bachelor's Degree plus advanced certification, with at least 8 years of financial services experience. The position requires significant travel and offers a hybrid schedule for those living close to the office.

Qualifications

• 8+ years experience in financial services sales or consultation required.
• FINRA SIE, FINRA Series 6 or 7 and 63 required.
• Ability to obtain required registrations within 90 days if not already registered.

Responsibilities

• Support and promote sales through retirement and wealth planning strategies.
• Conduct presentations on advanced sales concepts.
• Develop and manage a business plan to enhance sales.

Skills

Expertise in annuities

Advanced case design

Strong verbal and written communication

Strong presentation skills

Relationship building

Demonstrated sales skills

Research and analytical skills

Ability to work autonomously

Education

Bachelor's Degree

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

Job description

The Jackson National Life Insurance Company is seeking an Advanced Planning Director to enhance the sale of investment products using advanced retirement and wealth planning strategies. The Director will communicate with sales teams and mentors, developing training materials and presentations.

Qualified candidates need a Bachelor's Degree plus advanced certification, with at least 8 years of financial services experience. The position requires significant travel and offers a hybrid schedule for those living close to the office.