Regional Vice President – Independent SE

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

📋 Description

• Establish new and nurture existing relationships with broker/dealer advisors to boost Jackson's sales in the assigned territory.

• Keep broker/dealer advisors updated on Jackson's product offerings and service improvements.

• Collaborate with the VP, Head of Sales to create a strategic business plan aimed at optimizing sales within the territory.

• Identify and cultivate high-performing, multi-product advisors, recruit new talent, and enhance relationships with current producers.

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

• Strategically plan and manage resource allocation to maximize sales in the territory while adhering to budget and expense guidelines.

• Collaborate with an Internal Wholesaler on referrals, campaigns, territory outreach, and follow-up on meetings.

• Maintain advisor profiles and sales activity records within Jackson's databases.

• Utilize the CRM system for effective communication with internal partners.

• Execute other assigned tasks and projects as needed.

⛳️ Requirements

• Must be a resident of the Maryland (Baltimore) area.

• 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 required.

• FINRA Series 6 or 7 license is mandatory.

• FINRA Series 63 license is required.

• A State Insurance License is essential.

• Previous experience in external wholesaling of annuities or investments is preferred.

• At least 5 years of sales experience in investments, mutual funds, insurance, or annuities is preferred.

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

• Comprehensive understanding of sales and marketing principles and practices is required.

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

• Willingness to travel frequently, including overnight trips.

• Minimum of four days per week in the field engaging 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 formal plan terms.