responsible for creating new and managing existing relationships with banks/wires/agencies
increase Jackson sales in the given territory through meetings, seminars, campaigns and follow up
keeping advisors informed of Jackson's rapidly changing product and service enhancements
works closely with the VP, Head of Sales to develop a business plan to maximize sales
identifies and develops top producing advisors, recruits new advisors and strengthens relationships with existing producers
conducts product and sales training through individual meetings, group meetings, seminars and conferences
strategically plans and manages the deployment of resources to maximize territory sales
works with an Internal Wholesaler to identify and foster leads

Bachelor's Degree required
3+ years of sales experience in investments, mutual funds, insurance or annuities required
5+ years of sales experience in investments, mutual funds, insurance or annuities preferred
Prior annuity or investment external wholesaling experience is preferred
Securities Industry Essentials (SIE) required
FINRA Series 6 or 7, FINRA Series 63, State Insurance License required

Regional Vice President – Banks, Wires, Agencies

Key skills