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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in advanced retirement and wealth planning strategies, with a strong focus on annuities, mutual funds, and investment-related sales strategies. Proven ability to mentor and train staff while effectively communicating complex concepts to diverse audiences.
Highest-signal resume keywords
Advanced Degree or Certification (LLM, MBA, CIMA, CAIA, CFA)8+ Years of Experience in Financial Services Sales or ConsultationSecurities Industry Essentials (SIE)FINRA Series 6 or 7Expertise in Advanced Case Design (Estate Planning, Taxation, Retirement Plans, Charitable Giving)
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Advanced Retirement PlanningWealth Planning StrategiesSales Strategy DevelopmentCase Illustration GenerationAdvanced Case DesignPublic SpeakingSales SkillsResearch and Analytical Skills
Soft Skills
Strong Verbal CommunicationStrong Written CommunicationRelationship BuildingInterpersonal SkillsMentoring and Training
Certifications & Qualifications
Bachelor's DegreeJDCFPCPA
Industry Keywords
Financial ServicesInvestment ProductsAnnuitiesMutual FundsRegulatory IssuesContinuing EducationSales Opportunities
About the role
Key responsibilities & impact- Support and promote the sale of Jackson's investment products through advanced retirement and wealth planning strategies
- Act as a consultant and liaison to the sales force and business partner to advisors
- Communicate, identify, and help close sales opportunities
- Mentor, guide, and train other staff members
- Communicate advanced strategy concepts to wholesalers and representatives by phone and in person
- Conduct advanced sales strategy presentations
- Generate case illustrations for wholesalers and representatives in the assigned territory
- Develop and manage a business plan to enhance sales in the assigned territory
- Develop advanced strategies presentations, marketing materials, and white papers
- Draft summaries, articles, and presentations addressing product, industry, and regulatory issues
- Respond to, follow up on, and make outbound calls to support sales
- Research and monitor industry and regulatory changes
- Conduct continuing education programs
- Train sales desk employees, external wholesalers, and other associates
- Train and assist less experienced Advanced Strategies Consultants
- Perform other duties and/or projects as assigned
Requirements
What you’ll need- Bachelor's Degree required
- Advanced degree or certification, including LLM, MBA, CIMA, CAIA, or CFA, required
- JD, CFP, or CPA preferred
- 8+ years of experience in financial services sales or consultation required
- Securities Industry Essentials (SIE) required
- FINRA Series 6 or 7 required
- Expertise in annuities, mutual funds, and other investment related sales strategies
- Expertise in advanced case design, including estate planning, taxation, retirement plans, and charitable giving
- Strong verbal and written communication skills
- Strong presentation skills with demonstrated experience in public speaking
- Solid relationship building and interpersonal skills
- Demonstrated sales skills
- Strong research and analytical skills
- Ability to work autonomously in a collegial environment
- Up to 75%+ travel required
Benefits
Comp & perks- Annual bonus program eligibility
- Potential eligibility for long-term incentives program
- Compensated personal time off
- Paid holidays
- Health benefits
- 401(k) plan with generous matching
- Other benefit programs according to the Company's employment policies and formal plan terms
- Potential for Remote