Internal Account Manager, Strategic Relationships

1 week ago

Nashville, TN, United States Jackson National Life Full time
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Job Purpose

The Internal Account Manager's primary responsibility is to drive revenue to Jackson by providing excellent service to our key strategic partners and sales force. This individual is responsible for partnering with Key Account Managers (KAMs) and managing existing relationships with broker/dealer firms. The Internal Account Manager will also be the primary contact for broker/dealer firms related to administrative problem solving, product information, and specific contract information.

Essential Responsibilities

  • Interacts with KAMs on processing/updating selling agreements, internal/external sales communication, etc. and disseminating updated information to appropriate Jackson personnel.
  • Disseminates monthly account management reports for firm.
  • Prepares presentations and briefings for accounts and senior management.
  • Liaison between broker/dealer firm and Jackson sales team.
  • Manages on-going administrative processes and ensure timely update to the field for tiered and non-tiered firms including suitability certification follow up, routing Non-Tiered Sponsorship requests, facilitates new BD Profiling post-onboarding, pursues firm advisory approval and onboarding, manages special commission schedule requests, facilitates Deal Direct termination requests
  • Coordinates sales training with broker/dealer firms (training, conference calls, WebEx's, etc.) and Jackson Internal Sales Desks. Documents and communicates results to key Jackson departments.
  • Works jointly with Regional Directors/Divisional Vice Presidents and Internal Sales to develop and implement strategic initiatives and programs with broker/dealer firms, as well as communicating results of initiatives to Jackson.
  • Plans and coordinates a Jackson presence at regional and national firm conferences and attend where appropriate.
  • Works with appropriate Jackson departments to coordinate and execute all National Accounts sales initiatives.
  • Handles inbound calls from other Jackson departments and from the back offices of the firms he/she is responsible for.
  • Coordinates marketing campaigns for tiered firms.
  • Organizes strategic partner meetings planned and hosted by National Accounts.
  • Uncovers opportunities to increase effectiveness of the relationship, increases Jackson distribution, elevates penetration within broker/dealer firm, and provides value-added presentations and or speakers for broker/dealer firm events.
Other Duties
  • Performs other duties and/or projects as assigned.
Knowledge, Skills and Abilities
  • Proven ability to prioritize while managing multi-tasks.
  • Must be detailed, organized and a team player.
  • Strong analytical, interpersonal and problem-solving skills.
  • Must have the ability to work independently and in a team environment.
  • Must have strong relationship building skills.
  • Strong customer service skills.
  • Highly proficient in the entire Microsoft Office suite.
  • Excellent verbal and written communications skills.
Qualifications
  • Bachelor's Degree or equivalent experience required.
  • 2+ years financial services industry experience in National/Key Accounts preferred.
  • Financial Service Sales experience required.
  • FINRA SIE, FINRA Series 6 or 7 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 .


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.

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