The business problem is to develop and implement a business plan to achieve sales goals and producer type goals by covering a targeted advisor segment, effectively covering the opportunity gap within External Wholesaler territories for Jackson.
Requirements
- Strong aptitude for technology, including software applications, e-mail and database management from remote locations.
- Ability to identify and position Jackson products and services utilizing financial planning tools and platforms commonly used by advisors.
- Securities Industry Essentials (SIE) required.
- FINRA Series 6 or 7, FINRA Series 63, State Insurance License required.
- Experience in marketing investments, annuities, and life insurance preferred.
- Prior insurance or investment wholesaling experience preferred.
- Thorough knowledge of sales and marketing principles and practices.
Responsibilities
- Develops, implements, and executes strategic business plans that target a specific set of financial professionals within multiple territories in order to attain sales growth objectives.
- Utilizes a data-driven approach and tools to educate advisors on Jackson’s products and services.
- Utilizes CRM system and additional technology in order to accomplish a data driven territory business plan.
- Documents all territory activity including calls, in-person, and virtual meetings.
- Hosts advisor facing virtual meeting for advisors – presenting relevant actionable sales ideas.
- Operates in a “hybrid” wholesaling capacity which entails spending up to 20% of time in the field, running virtual meetings, and engaging with advisors through traditional avenues such as telephone, email, and virtual meetings.
- Plans and manages the deployment of resources to maximize territorial sales while being responsible for budgeting and expenses.
Other
- Ability to travel up to 20% of the time.
- Role based in Franklin, TN. In office expectations when not territory traveling are 100%.
- Bachelor's Degree or related work experience required.
- 3+ years of financial services experience or 2+ years sales experience in investments, mutual funds, insurance, or annuities required.
- 6+ months experience as a Senior Internal Wholesaler required for current internal Sales Desk associates.
