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Job Description
Job Purpose
Support and promote the sale of Jackson's annuities, life insurance, separately managed accounts and mutual funds through advanced retirement and wealth planning strategies. Act as a consultant and liaison to the sales force, and a business partner to their agents, by communicating, identifying, and helping to close advanced sales opportunities.
Essential Job Duties & Responsibilities
- Communicate retirement and wealth strategies concepts to wholesalers and representatives over the phone and in person.
- Respond to, follow up on, and make outbound calls to support sales.
- Conduct retirement and wealth strategies presentations on advanced sales concepts.
- Generate specific case illustrations for wholesalers and representatives in their territory.
- Develop and manage a business plan to enhance sales in assigned territory.
- Develop retirement and wealth strategies presentations, marketing materials, and white papers.
- Draft summaries, articles, and presentations that address product, industry, and regulatory issues.
- Conduct research and stay abreast of industry and regulatory changes to support consulting activities and the development of marketing materials.
- Conduct continuing education programs.
- Provide training to Sales Desk employees, external wholesalers and other associates.
- Other duties as assigned.
Job Requirements
Job Requirements (Knowledge, Skills & Abilities)
- Expertise in annuities, life insurance, and mutual fund sales strategies.
- Strong verbal and written communication skills.
- Strong presentation skills with demonstrated experience in public speaking.
- Solid relationship building and interpersonal skills.
- Demonstrated sales skills.
- Strong research and analytical skills.
- Ability to work autonomously in a collegial environment.
- Travel required.
Education and Experience Required
- Bachelor's Degree.
- 5+ years experience in financial services sales or consultation.
Certifications, Licenses, Registrations Required
- Series 6 and 63; minimum
- One or more of the following: JD, CFP, ChFC, CLU, CPA
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all job duties performed by the personnel so classified.
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