Regional Vice President – BWA West

Jackson

. Create new and manage existing relationships with broker/dealer advisors to increase Jackson sales in the assigned territory .

Posted 10/23/2026full-timeRemote • Tennessee • United StatesLead💰 $50,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in sales and marketing within the financial services sector, with a strong focus on building relationships with broker/dealer advisors and effectively managing territory sales. Proficient in utilizing CRM systems and delivering impactful presentations to drive product awareness and sales growth.

Highest-signal resume keywords

Sales Experience In InvestmentsSecurities Industry Essentials (SIE)FINRA Series 6 Or 7FINRA Series 63State Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales And Marketing PrinciplesProduct PositioningTerritory ManagementSales TrainingDatabase Management

Soft Skills

Effective CommunicationIndependent WorkPresentation Skills

Tools & Technologies

CRM SystemSoftware Applications

Certifications & Qualifications

Securities Industry Essentials (SIE)FINRA Series 6FINRA Series 7FINRA Series 63State Insurance License

Industry Keywords

Broker/Dealer AdvisorsMutual FundsInsuranceAnnuitiesJackson Products

About the role

Key responsibilities & impact

Create new and manage existing relationships with broker/dealer advisors to increase Jackson sales in the assigned territory
Keep broker/dealer advisors informed about Jackson product and service enhancements
Work with the VP, Head of Sales to develop a business plan maximizing territorial sales
Identify and develop top-producing and multi-product advisors
Recruit new advisors and strengthen relationships with existing producers
Conduct product and sales training through individual and group meetings, seminars and conferences
Plan and manage resource deployment to maximize territory sales
Manage territory budget and expenses
Work with an Internal Wholesaler on referrals, campaigns, territory canvassing and follow-up
Maintain advisor profiles and sales activity data in Jackson databases
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
Securities Industry Essentials (SIE) required
FINRA Series 6 or 7 required
FINRA Series 63 required
State Insurance License required
Experience in marketing investments and annuities to advisors
Thorough knowledge of sales and marketing principles and practices
Knowledge of Jackson products and marketing campaigns
Ability to create and deliver effective presentations
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
Ability to work independently and communicate clearly and concisely
Ability to identify and position products and services used in financial planning
Proven ability to grow a territory as measured by sales, producer count and persistency of business
Ability to 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 formal plan terms
Tobacco-free company facilities and campuses