Senior Wealth & Retirement Planning Strategist

The Jackson National Life Insurance Company; Nashville (TN); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Competitive pay

Bonuses

Comprehensive health insurance

Matching 401(k)

Adoption assistance

Education matching gift program

Dependent tuition program

Job summary

The Jackson National Life Insurance Company seeks a Sr. Advanced Planning Strategist to consult with wholesalers, financial professionals, attorneys, and CPAs, supporting Jackson sales with research and marketing materials.

Responsibilities include presenting complex retirement strategies, leveraging PowerPoint for sales presentations, and collaborating with the sales team to prospect and close business. Strong communication and analytical skills are essential.

Qualifications

• Bachelor's degree or equivalent experience is required.
• Advanced designation such as CFP, CPA, CFA, or JD is required.
• JD preferred.
• FINRA SIE, Series 6 or 7 required; 90 days to obtain if not already held.

Responsibilities

• Communicate complex retirement and wealth strategies to professionals and wholesalers.
• Interface with financial professionals via phone and virtual meetings.
• Leverage PowerPoint and marketing materials to deliver sales presentations.
• Interface with sales to prospect and close business.
• Develop, review, and revise presentations, marketing materials, and white papers.
• Conduct research to support consulting activities and marketing materials.
• Provide training to Sales Desk staff and external wholesalers.

Skills

Verbal and written communication

Presentation skills

Relationship building

Consultative sales

Sales skills

Research and analytical skills

Issue identification and solutioning

Limited travel

Education

Bachelor's Degree or equivalent experience

Advanced designation (CFP, CPA, CFA, or JD)

JD preferred

FINRA SIE, Series 6 or 7

Job description

The Jackson National Life Insurance Company seeks a Sr. Advanced Planning Strategist to consult with wholesalers, financial professionals, attorneys, and CPAs, supporting Jackson sales with research and marketing materials.

Responsibilities include presenting complex retirement strategies, leveraging PowerPoint for sales presentations, and collaborating with the sales team to prospect and close business. Strong communication and analytical skills are essential.