Regional Vice President – Independent West

Jackson

. Create new and manage existing relationships with broker/dealer advisors 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

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Demonstrates expertise in sales and marketing of investments, mutual funds, insurance, and annuities, with a strong focus on relationship management and territory growth. Proficient in utilizing CRM systems and databases to enhance advisor engagement and sales performance.

Highest-signal resume keywords

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales TrainingProduct KnowledgeTerritory ManagementBudget ManagementSales Strategy DevelopmentMarket AnalysisAdvisor RecruitmentSales Activity TrackingCampaign ManagementPerformance Measurement

Soft Skills

Relationship ManagementCommunication SkillsTeam CollaborationProblem SolvingAdaptability

Tools & Technologies

CRM SystemDatabase Management SoftwareEmail ApplicationsSales Tracking Tools

Certifications & Qualifications

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

Industry Keywords

Broker/Dealer AdvisorsAnnuitiesMutual FundsInvestment SalesSales CampaignsFinancial ProductsSales PrinciplesMarketing InvestmentsTerritory Sales GrowthProducer Relationships

About the role

Key responsibilities & impact

Create new and manage existing relationships with broker/dealer advisors to increase Jackson sales in the assigned territory
Conduct meetings, seminars, campaigns and follow-up activities
Keep broker/dealer advisors informed about Jackson 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 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
Use Jackson databases to maintain advisor profiles and sales activity data
Use the CRM system to communicate with internal partners
Perform other duties and/or projects as assigned

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
Experience in marketing investments and annuities to advisors
Thorough knowledge of sales and marketing principles and practices
Knowledge of existing, new and enhanced Jackson products and marketing campaigns
Proven ability in growing a territory as measured by sales, producer count and persistency of business
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 subject to the formal terms of such plans and programs