Sr. Advanced 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

Job Purpose

The Sr. Advanced Planning Strategist is responsible for consulting with and presenting to wholesalers, financial professionals, attorneys, and CPAs to support Jackson sales. Conducts research and develops marketing materials, presentations, and case illustrations.

Essential Responsibilities

• Communicates complex retirement and wealth strategies to financial, legal and tax professionals and wholesalers.
• Regularly interfaces with financial professionals through phone and virtual meeting software.
• Effectively leverages PowerPoint and marketing materials to deliver sales presentations.
• Interfaces with sales to help prospect and close business.
• Works with team to develop, review, and revise presentations, marketing materials, and white papers.
• Conducts research to support consulting activities and the development of marketing materials.
• Provides training to Sales Desk employees, external wholesalers and other staff.

Other Duties

Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities

• Strong verbal and written communications skills.
• Strong presentation skills.
• Solid relationship building and consultative sales skills.
• Solid sales skills.
• Outstanding research and analytical skills.
• Ability to identify issues in complex fact patterns, and develop/articulate solutions to issues.
• Limited travel may be required.

Qualifications

• Bachelor's Degree or equivalent experience required.
• Advanced designation (such as CFP, CPA, CFA, or JD) required.
• JD preferred.
• 5+ years of financial sales, estate planning, legal practice, consultation, or equivalent combination of education and experience required.
• FINRA SIE, FINRA Series 6 or 7 required. Applicants without the required registration(s) will have 90 days to obtain the required registration(s), but will be limited in job function until complete registration(s) is obtained.

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.

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.

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.

Benefits

• 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.

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