Regional Vice President – Independent West

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

📋 Description

• Establish new and oversee existing relationships with broker/dealer advisors to enhance Jackson's sales within the designated territory.

• Facilitate meetings, seminars, campaigns, and follow-up initiatives.

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

• Collaborate with the VP, Divisional Sales Manager to create a business plan that optimizes sales in the territory.

• Identify and nurture top-producing and multi-product advisors, recruit new advisors, and fortify relationships with current producers.

• Provide product and sales training through individual and group sessions, seminars, and conferences.

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

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

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

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

• Perform additional duties and/or projects as assigned.

⛳️ Requirements

• A Bachelor's Degree is required.

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

• Preferred: Over 5 years of sales experience in investments, mutual funds, insurance, or annuities.

• Preferred: Previous experience in external wholesaling for annuities or investments.

• 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.

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

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

• Familiarity with existing, new, and enhanced Jackson products and marketing campaigns is important.

• Proven track record of growing a territory, as evidenced by sales performance, producer count, and business persistency.

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

• Willingness to travel extensively, including overnight trips.

• Minimum of four days per week spent in the field engaging with advisors.

• Must meet activity requirements.

🏝️ Benefits

• Participation in an annual bonus program.

• Special compensation based on sales performance.

• Compensated personal time off.

• Paid holidays.

• Comprehensive 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.