Advanced Planning Director

Requirements

• Bachelor's Degree required.
• Advanced degree or certification, including JD, LLM, CFP, MBA, CPA, CIMA, CAIA or CFA required.
• 8+ years experience in financial services sales or consultation required.
• FINRA SIE, FINRA Series 6 or 7 and 63 required.
• Applicants without the required registration(s) will have 90 days to obtain the required registration(s), but will be limited in job function until complete registration(s) is obtained.
• Base Pay:

Benefits

Additional Information

If you are an internal associate, please login to Workday and apply through Jobs Hub. Job Purpose The Advanced Planning Director will support and promote the sale of Jackson's suite of investment products through advanced retirement and wealth planning strategies. The Director acts as a consultant and liaison to the sales force and a business partner to their advisors, by communicating, identifying, and helping to close sales opportunities. The Director mentors, provides guidance, and trains other staff members. Essential Responsibilities Communicates Advanced Strategies concepts to wholesalers and representatives over the phone and in person. Conducts Advanced Strategies presentations on advanced sales concepts. Generates specific case illustrations for wholesalers and representatives in their territory. Develops and manage a business plan to enhance sales in assigned territory. Develops Advanced Strategies presentations, marketing materials, and white papers. Drafts summaries, articles, and presentations that address product, industry, and regulatory issues. Responds to, follows up on, and makes outbound calls to support sales. Conducts research and stay abreast of industry and regulatory changes to support consulting activities and the development of marketing materials. Conducts continuing education programs. Provides training to Sales Desk employees, external wholesalers and other associates. Provides training and assistance to less experienced Advanced Strategies consultants. Sets the example for Advanced Strategies conduct, commitment, and performance. Other Duties Performs other duties and/or projects as assigned. Knowledge, Skills and Abilities Expertise in annuities, mutual funds, and other investment related sales strategies. Expertise in advanced case design including but not limited to estate planning, taxation, retirement plans and charitable giving. 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. Up 75%+ travel required. If located outside a commutable distance from our Franklin, TN office, an associate may work fully remote. Those within a commutable distance would work a hybrid schedule when not traveling within their territory.

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