Regional Planning Director

This is a fully remote position, open to applicants in Tennessee.

📋 Description

• Facilitate and advocate for the sales of Jackson's investment products by utilizing advanced retirement and wealth planning strategies.

• Serve as a consultant and intermediary for the sales team and business partners to advisors.

• Identify, communicate, and assist in closing sales opportunities.

• Provide mentorship, guidance, and training to fellow team members.

• Articulate advanced strategy concepts to wholesalers and representatives via phone and in person.

• Deliver presentations on advanced sales strategies.

• Create case illustrations for wholesalers and representatives within the designated territory.

• Formulate and oversee a business plan aimed at boosting sales in the assigned area.

• Design advanced strategy presentations, marketing materials, and white papers.

• Write summaries, articles, and presentations addressing product, industry, and regulatory matters.

• Handle inquiries, follow up, and make outbound calls to support sales efforts.

• Conduct research and monitor changes in industry and regulations.

• Facilitate ongoing education programs.

• Train sales desk staff, external wholesalers, and other associates.

• Mentor and assist less experienced Advanced Strategies Consultants.

• Undertake additional duties and/or projects as assigned.

⛳️ Requirements

• A Bachelor's Degree is required.

• An advanced degree or certification, such as LLM, MBA, CIMA, CAIA, or CFA, is mandatory.

• JD, CFP, or CPA is preferred.

• A minimum of 8 years of experience in financial services sales or consultation is required.

• Securities Industry Essentials (SIE) certification is mandatory.

• FINRA Series 6 or 7 licenses are required.

• Proficiency in annuities, mutual funds, and other investment-related sales strategies is essential.

• Expertise in advanced case design, including estate planning, taxation, retirement plans, and charitable giving is necessary.

• Strong verbal and written communication skills are a must.

• Excellent presentation skills with proven experience in public speaking are required.

• Solid relationship-building and interpersonal skills are essential.

• Proven sales abilities are necessary.

• Strong research and analytical capabilities are required.

• Ability to work independently in a collaborative environment is essential.

• Willingness to travel up to 75%+ is required.

🏝️ Benefits

• Eligibility for an annual bonus program.

• Potential to qualify for a long-term incentives program.

• Compensated personal time off.

• Paid holidays.

• Health benefits.

• 401(k) plan with generous matching contributions.

• Additional benefit programs in accordance with the Company's employment policies and formal plan terms.

• Opportunity for remote work.