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Regional Vice President – Independent East
JacksonRegional Vice President increasing Jackson sales by managing relationships with broker/dealer advisors in NY downstate territory. Supporting product training and strategic planning with VP of Sales.
About the role
Key responsibilities & impact- responsible for creating new and managing existing relationships with broker/dealer (BD) advisors
- increase Jackson sales in the given territory through meetings, seminars, campaigns and follow up
- keep BD advisors informed of Jackson's rapidly changing product and service enhancements
- work closely with the VP, Head of Sales to develop an appropriate business plan
- identify and develop top producing advisors, multi-product advisors, recruit new advisors
- conduct product and sales training through individual meetings, group meetings, seminars and conferences
- strategically plan and manage the deployment of resources to maximize territory sales
- work in conjunction with an Internal Wholesaler to identify and foster leads
Requirements
What you’ll need- Bachelor's Degree required
- 3+ years of sales experience in investments, mutual funds, insurance or annuities required
- 5+ years of sales experience in investments, mutual funds, insurance or annuities preferred
- Prior annuity or investment external wholesaling experience is preferred
- Securities Industry Essentials (SIE) required
- FINRA Series 6 or 7, FINRA Series 63, State Insurance License required
Benefits
Comp & perks- health benefits
- 401(k) plan with generous matching
- compensated personal time off
- holidays
- bonus program
- other benefit programs according to the Company's employment policies
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
sales experienceinvestment knowledgemutual fundsinsuranceannuitiesproduct trainingsales trainingbusiness planningrelationship managementlead generation
Soft Skills
communicationstrategic planningorganizational skillsinterpersonal skillsteam collaborationleadershipcustomer serviceproblem-solvingnegotiationpresentation skills
Certifications
Bachelor's DegreeSecurities Industry Essentials (SIE)FINRA Series 6FINRA Series 7FINRA Series 63State Insurance License