Regional Vice President – Banks, Wires, Agencies

This is a fully remote position, open to applicants in Tennessee, +1 more state.

📋 Description

• Establish new and nurture current relationships with advisors in banks, wires, and agencies to boost Jackson sales within the designated territory.

• Keep advisors updated on the evolving enhancements of Jackson's products and services.

• Collaborate with the VP, Divisional Sales Manager to formulate a business plan aimed at optimizing territorial sales.

• Identify and cultivate top-performing and multi-product advisors, recruit new advisors, and enhance existing producer relationships.

• Provide product and sales training through one-on-one meetings, group sessions, seminars, and conferences.

• Strategically plan and manage resource allocation to maximize territory sales while overseeing budget and expenses.

• Partner with an Internal Wholesaler to generate referrals, campaigns, territory canvassing leads, and follow-up on meetings.

• Utilize Jackson databases to maintain advisor profiles and track sales activity data.

• Leverage the CRM system to effectively communicate with internal partners.

• Execute other assigned duties and projects as needed.

⛳️ Requirements

• A Bachelor's Degree is required.

• A minimum of 3 years of sales experience in investments, mutual funds, insurance, or annuities is required.

• Preferably, 5+ years of sales experience in investments, mutual funds, insurance, or annuities.

• Previous experience in annuity or investment external wholesaling is preferred.

• Securities Industry Essentials (SIE) certification is required.

• FINRA Series 6 or 7 certification is required.

• FINRA Series 63 certification is required.

• A State Insurance License is required.

• Demonstrated ability to work independently and communicate in a clear and concise manner.

• Capability to create and deliver impactful presentations to both current and prospective advisors.

• Comprehensive knowledge of sales and marketing principles and practices.

• Familiarity with existing, new, and enhanced Jackson products and marketing initiatives.

• Experience in marketing investments and annuities to advisors.

• Ability to identify and position products and services relevant to financial planning.

• Proven track record of territory growth, as measured by sales, producer count, and business persistency.

• Strong technological aptitude, including proficiency with software applications, email, and database management from remote locations.

• Willingness to travel extensively, including overnight trips.

• A minimum of four days per week spent in the field meeting with advisors.

• Ability to meet activity requirements.

🏝️ Benefits

• Annual bonus program.

• Special compensation based on sales performance.

• 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 subject to the formal terms of such plans and programs.