Regional Vice President – BWA West

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

📋 Description

• Establish new and nurture existing relationships with broker/dealer advisors to boost Jackson sales within the designated territory.

• Keep broker/dealer advisors updated on enhancements to Jackson products and services.

• Collaborate with the VP, Head of Sales to formulate a business strategy aimed at maximizing sales in the territory.

• Identify and cultivate top-producing advisors with the capability to sell multiple products.

• Recruit new advisors while reinforcing connections with current producers.

• Conduct training on products and sales through one-on-one meetings, group sessions, seminars, and conferences.

• Strategically plan and oversee resource allocation to optimize sales in the territory.

• Manage the budget and expenses for the territory.

• Partner with an Internal Wholesaler for referrals, campaigns, territory canvassing, and follow-up activities.

• Maintain advisor profiles and sales activity records in Jackson databases.

• Utilize the CRM system to engage with internal partners.

• Perform other duties and projects as assigned.

⛳️ Requirements

• A Bachelor's Degree is mandatory.

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

• Securities Industry Essentials (SIE) certification is necessary.

• FINRA Series 6 or 7 license is required.

• FINRA Series 63 license is essential.

• A State Insurance License is required.

• Experience in marketing investments and annuities to advisors is preferred.

• A thorough understanding of sales and marketing principles and practices is needed.

• Knowledge of Jackson products and marketing campaigns is important.

• Capability to create and deliver impactful presentations is essential.

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

• Willingness to travel extensively, including overnight trips, is necessary.

• Availability to spend a minimum of four days per week in the field meeting with advisors is required.

• Ability to work independently and communicate clearly and effectively is essential.

• Skill in identifying and positioning products and services utilized in financial planning is necessary.

• Proven track record of territory growth as demonstrated by sales increases, producer count, and business persistency is required.

• Capability to meet activity requirements is essential.

🏝️ Benefits

• Annual bonus program.

• Special compensation based on sales performance.

• Paid personal time off.

• Paid holidays.

• Health benefits.

• 401(k) plan with generous matching contributions.

• Additional benefit programs as per the Company's employment policies and formal plan terms.

• Tobacco-free company facilities and campuses.