Regional Vice President – Banks, Wires, Agencies

Jackson

. Create new and manage existing relationships with advisors in banks, wires, and agencies to increase Jackson sales in the assigned territory .

Posted 11/2/2026full-timeRemote • United StatesLead💰 $50,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in sales and relationship management within the financial services sector, with a strong focus on investments, mutual funds, insurance, and annuities. Proficient in utilizing CRM systems and databases to enhance advisor engagement and drive sales growth.

Highest-signal resume keywords

Sales Experience In InvestmentsSecurities Industry Essentials (SIE)FINRA Series 6FINRA Series 63State Insurance License

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales TrainingProduct PositioningTerritory ManagementBudget ManagementSales Activity Data Management

Soft Skills

Independent WorkClear CommunicationEffective Presentation Skills

Tools & Technologies

CRM SystemDatabase Management Software

Certifications & Qualifications

Securities Industry Essentials (SIE)FINRA Series 6FINRA Series 63State Insurance License

Industry Keywords

AnnuitiesMutual FundsInvestmentsFinancial PlanningSales And Marketing Principles

About the role

Key responsibilities & impact

Create new and manage existing relationships with advisors in banks, wires, and agencies to increase Jackson sales in the assigned territory
Keep advisors informed of Jackson's changing product and service enhancements
Work with the VP, Divisional Sales Manager to develop a business plan maximizing territorial sales
Identify and develop top-producing and multi-product advisors, recruit new advisors, and strengthen existing producer relationships
Conduct product and sales training through individual meetings, group meetings, seminars, and conferences
Plan and manage resource deployment to maximize territory sales while managing budget and expenses
Work with an Internal Wholesaler to develop referrals, campaigns, territory canvassing leads, and meeting follow-up
Use Jackson databases to maintain advisor profiles and sales activity data
Use the CRM system to communicate with internal partners
Perform other assigned duties and projects

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 preferred
Securities Industry Essentials (SIE) required
FINRA Series 6 or 7 required
FINRA Series 63 required
State Insurance License required
Strong ability to work independently and communicate clearly and concisely
Ability to create and deliver effective presentations to current and prospective advisors
Thorough knowledge of sales and marketing principles and practices
Knowledge of existing, new, and enhanced Jackson products and marketing campaigns
Experience marketing investments and annuities to advisors
Ability to identify and position products and services used in financial planning
Proven ability to grow a territory, measured by sales, producer count, and persistency of business
Strong aptitude for technology, including software applications, email, and database management from remote locations
Ability to travel extensively, including overnight travel
Minimum of four days per week in the field meeting with advisors
Meet activity requirements

Benefits

Comp & perks

Annual bonus program
Special compensation based on sales
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 subject to the formal terms of such plans and programs