Product Wholesaler
2 weeks ago
At Jackson National Life, we are seeking a highly motivated and experienced Hybrid Product Wholesaler to join our team. As a Hybrid Product Wholesaler, you will be responsible for developing and implementing business plans to achieve sales goals and producer type goals by covering a targeted advisor segment.
Key Responsibilities:- Develop and execute strategic business plans to target a specific set of financial professionals within multiple territories to attain sales growth objectives.
- Cultivate new business relationships and extend low-producing relationships within the territory through collaboration with External Wholesalers and consistent review of the territory execution plan.
- Host advisor-facing virtual meetings to present relevant actionable sales ideas and ensure engagement and awareness of company growth initiatives with all EW/IW partners.
- Support conferences based on advisor concentration, including attending conferences to promote Jackson opportunities.
- Operate in a "hybrid" wholesaling capacity, spending up to 20% of time in the field, running virtual meetings, and engaging with advisors through traditional avenues.
- Utilize a data-driven approach and tools to educate advisors on Jackson's products and services.
- Plan and manage the deployment of resources to maximize territorial sales while being responsible for budgeting and expenses.
- Maintain knowledge of new, existing, and enhanced Jackson products and marketing campaigns.
- Utilize CRM system and additional technology to accomplish a data-driven territory business plan.
- Bachelor's Degree or related work experience required.
- Outside candidates required to have 3+ years of sales experience in investments, mutual funds, insurance, or annuities.
- Current Jackson associates required to have 2+ years of sales experience in investments, mutual funds, insurance, or annuities.
- 6+ months experience as a Senior Internal Wholesaler required for current internal Sales Desk.
- Securities Industry Essentials (SIE) required.
- FINRA Series 6 or 7, FINRA Series 63, State Insurance License required.
We are an equal opportunity employer and celebrate diversity in the workplace. If you are a motivated and experienced professional looking for a challenging role, please submit your application.
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