Regional Vice President – Independent SE

Jackson

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

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

Core Competencies

Role fit

Core Competencies

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

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 TrainingBusiness PlanningBudget ManagementAdvisor RecruitmentSales Activity Data Management

Soft Skills

Relationship ManagementCommunication SkillsTeam CollaborationAdaptabilityProblem-Solving

Tools & Technologies

CRM SystemDatabase ManagementEmail Applications

Certifications & Qualifications

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

Industry Keywords

Broker/Dealer AdvisorsAnnuitiesMutual FundsInvestment SalesFinancial Services

About the role

Key responsibilities & impact

Create new and manage existing relationships with broker/dealer advisors to increase Jackson sales in the territory
Keep broker/dealer advisors informed of Jackson's product and service enhancements
Work with the VP, Head of Sales to develop a business plan to maximize 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 and group meetings, seminars, and conferences
Plan and manage resource deployment to maximize territory sales while managing budget and expenses
Work with an Internal Wholesaler on referrals, campaigns, territory canvassing, and meeting 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

Must reside in the Maryland (Baltimore) territory
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
Prior annuity or investment external wholesaling experience preferred
5+ years of sales experience in investments, mutual funds, insurance or annuities preferred
Experience in marketing investments and annuities to advisors
Thorough knowledge of sales and marketing principles and practices
Strong aptitude for technology, including software applications, e-mail 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 formal plan terms