Key skills
Sales
About this role
Role Overview
- responsible for creating new and managing existing relationships with broker/dealer (BD) advisors
- increase Jackson sales in the given territory through meetings, seminars, campaigns and follow up
- keep BD advisors informed of Jackson's rapidly changing product and service enhancements
- work closely with the VP, Head of Sales to develop an appropriate business plan
- identify and develop top producing advisors, multi-product advisors, recruit new advisors
- conduct product and sales training through individual meetings, group meetings, seminars and conferences
- strategically plan and manage the deployment of resources to maximize territory sales
- work in conjunction with an Internal Wholesaler to identify and foster leads
Requirements
- 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
Benefits
- health benefits
- 401(k) plan with generous matching
- compensated personal time off
- holidays
- bonus program
- other benefit programs according to the Company's employment policies