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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong leadership and management capabilities in overseeing sales teams, with a thorough understanding of the investment industry, particularly in annuities and investment strategies. Proven ability to develop business plans, enhance territory sales, and effectively communicate with diverse stakeholders.
Highest-signal resume keywords
Leadership SkillsInvestment Industry ExpertiseSales and Marketing PrinciplesSecurities Industry Essentials (SIE)FINRA Series 6 or 7
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales ExperienceFinancial Industry ExperienceBusiness PlanningData AnalyticsProduct KnowledgePresentation SkillsCoaching and TrainingBudget ManagementTerritory GrowthMarketing Annuities
Soft Skills
Communication SkillsIndependent WorkInnovative ThinkingTeam CohesionSelf-Starter
Tools & Technologies
Database ManagementSoftware ApplicationsEmail Communication
Certifications & Qualifications
Securities Industry Essentials (SIE)FINRA Series 6 or 7FINRA Series 24 or 26FINRA Series 63State Insurance License
Industry Keywords
AnnuitiesInvestment StrategiesWholesalingFinancial AdvisorsBroker Dealer RelationshipsMarket ResearchSales SupportComplianceMarketing CampaignsTerritory Sales
About the role
Key responsibilities & impact- Lead and manage an external sales team for Jackson National Life Distributors (JNLD)
- Manage Regional Vice Presidents (Wholesalers) and Team Leads (Pod Leaders)
- Report directly to the Head of Sales
- Develop business plans with Regional Vice Presidents to maximize territory sales and market share
- Coach and train Team Leads to develop their Pods
- Collaborate with Product Management, Marketing, and Distribution departments on products and marketing and sales materials
- Build cohesion between Internal and External Wholesalers
- Partner with Strategic Relationships to strengthen Broker Dealer relationships and create growth opportunities
- Travel throughout the division to provide operational and sales support, ideas, and coaching
- Conduct quarterly development reviews with Regional Vice Presidents and Hybrid Product Wholesalers
- Plan and manage resources, budgets, and expenses to maximize regional sales and stay under budget
- Plan and execute product introductions, enhancements, and promotions
- Promote a professional and compliant team environment
- Collaborate with other VP, Divisional Sales Managers
- Liaise with Market Research, Marketing, Legal, Operations, Customer Service, Internal Wholesalers, and Desk Directors
- Leverage data analytics to improve territory efficiency and support prescriptive wholesaling
- Maintain connectivity across Distribution departments to support sales efforts
- Provide strategic input into decisions affecting Jackson and Distribution organizations
- Perform other duties and/or projects as assigned
Requirements
What you’ll need- Must reside in region
- Strong ability to work independently and communicate clearly and concisely
- Ability to create and deliver effective presentations, seminars, workshops, and group meetings
- Strong leadership skills
- Thorough understanding of the investment industry, with expertise in annuities and investment strategies
- Thorough knowledge of sales and marketing principles and practices
- Knowledge of existing, new, and enhanced Jackson products and marketing campaigns
- Experience marketing annuities from fixed to variable to financial advisors
- Ability to identify and position products and services used by advisors in financial planning
- Proven ability to grow a territory, measured by sales and advisor count
- Strong aptitude for technology, software applications, email, and database management from remote locations
- Strong self-starter and innovative thinker
- Excellent verbal and written communication skills
- Excellent presentation skills
- Bachelor's Degree required
- 10+ years of financial industry experience required
- 7+ years of sales experience in investments, mutual funds, insurance, or annuities required
- Prior insurance or investment wholesaling experience preferred
- Management experience preferred
- Securities Industry Essentials (SIE) required
- FINRA Series 6 or 7, FINRA Series 24 or 26, FINRA Series 63, and State Insurance License required
- Extensive travel required, up to 75% of the time, including some overnight travel
- Equal opportunity workplace; tobacco-free company facilities and campuses
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 subject to formal plan terms
