Regional Vice President - BWA West - UT, ID, Las Vegas

Posted 5 Days Ago
Be an Early Applicant
Nashville, TN
50K Annually
Mid level
Financial Services
The Role
The RVP manages relationships with brokers to drive sales in the assigned territory, conducts training, and develops sales strategies.
Summary Generated by Built In

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Job PurposeThe Regional Vice President (RVP) is responsible for creating new and managing existing relationships with broker/dealer (BD) advisors to increase Jackson sales in the given territory. This is accomplished through meetings, seminars, campaigns and follow up. The RVP is responsible for keeping BD advisors informed of Jackson's rapidly changing product and service enhancements. This role's territory is located in UT, ID and Las Vegas.Essential Responsibilities

  • Works closely with the VP, Head of Sales to develop an appropriate business plan to maximize territorial sales.
  • Identifies and develops top producing advisors, multi-product advisors, recruits new advisors and strengthens relationships with existing producers.
  • Conducts product and sales training through individual meetings, group meetings, seminars and conferences.
  • Strategically plans and manages the deployment of resources to maximize territory sales while being responsible for budget and expenses.
  • Works in conjunction with an Internal Wholesaler to identify and foster leads generated from referrals, campaigns and territory canvassing, and meeting follow-up.
  • Utilizes Jackson databases to create and maintain advisor profile and data on sales activity.
  • Utilizes CRM system to communicate effectively with internal partner.

Other Duties

  • Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities

  • Strong ability to work independently and to communicate clearly and concisely. Ability to create and deliver effective presentations to current and prospective advisors.
  • Thorough knowledge of sales and marketing principles and practices. Expected to maintain knowledge of existing Jackson products, new or enhanced Jackson products, and Jackson marketing campaigns.
  • Experience in marketing investments and annuities to advisors. Ability to identify and position the products and services used in financial planning.
  • 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.

Qualifications

  • 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 is preferred.
  • Securities Industry Essentials (SIE) required.
  • FINRA Series 6 or 7, FINRA Series 63, State Insurance License required.

We don't just accept difference - we celebrate it, we support it, and we thrive on it for the benefit of our employees, our products and our community. Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.

Base Pay:

$50,000.00. The amount listed reflects base salary only. In addition to the base salary, this role is eligible to participate in our annual bonus program and will be eligible to earn special compensation based on sales. This role will also be eligible for compensated personal time off and holidays, health benefits, 401(k) plan with generous matching and profit sharing contributions, and other benefit programs according to the Company's employment policies and subject to the formal terms of such plans and programs.

Top Skills

Crm System
Database Management
Sales Technology Applications
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The Company
HQ: Lansing, MI
3,409 Employees
On-site Workplace

What We Do

Jackson® is committed to helping clarify the complexity of retirement planning. Our range of annuity products, financial know-how, history of award-winning service*, and streamlined experiences strive to reduce the confusion that complicates retirement plans.

We dedicate our time, money, and resources to strengthening financial literacy, striving to make sure every American has access to the resources they need to master their money and their future.

We believe by providing clarity for all today, we can help drive better outcomes for tomorrow.

Interested in becoming one of our associates? We develop and celebrate talent in many areas, from sales and marketing to consulting and compliance. We know that diversity and inclusion make us all stronger together.

Learn more about our products at jackson.com

Contact Us
Jackson.com
517/381-5500 – General Information
800/644-4565 – Contract Owners
877/565-2968 – Values and Contract Information

* SQM (Service Quality Measurement Group) Contact Center Awards Program for 2004 and 2006-2021. (To achieve world-class certification, 80% or more of call-center customers surveyed must have rated their experience as very satisfied, the highest rating possible.)

Jackson® is the marketing name for Jackson National Life Insurance Company® (Home Office: Lansing Michigan) and Jackson National Life Insurance Company of New York® (Home Office: Purchase New York). Jackson National Life Distributors LLC.

SMPR1292 03/23

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