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    Hybrid Product Wholesaler - Nashville, United States - Jackson National Life

    Jackson National Life
    Jackson National Life Nashville, United States

    4 weeks ago

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    Description
    If you are an internal associate, please login to Workday and apply through Jobs Hub.

    Job Purpose

    In partnership with the Pod's External Wholesalers and Internal Wholesalers, the Hybrid Product Wholesaler (HPW) is responsible for developing and implementing a business plan to achieve sales goals by covering a targeted advisor segment - effectively covering the opportunity gap within the pod territories. The HPW role is also responsible for promoting POD member engagement towards company growth initiatives.

    Essential Responsibilities
    • Develops, implements, and executes strategic business plans that target a specific set of financial professionals within multiple territories in order to attain sales growth objectives.
    • Cultivates new business relationships and extends low producing relationships within the territory through collaboration with External Wholesalers and consistent review of the territory execution plan to ensure targets are attained and adjustments made when necessary.
    • Host a weekly advisor facing virtual meeting for Pod advisors - presenting a relevant and actionable sales idea.
    • Ensures engagement and awareness of company growth initiatives with all Pod members - regularly sharing success stories, sales idea positioning and ensuring consistency between External Wholesaler pod members and Internal Wholesaler pod members.
    • Supports conferences based on Pod concentration - including attending conferences to promote Jackson opportunities.
    • Operates in a "hybrid" wholesaling capacity which entails spending up to 25% of time in the field, running "video" virtual meetings, and engaging with advisors through traditional avenues such as telephone, email, and virtual meetings.
    • Utilizes a data-driven approach and tools to educate advisors on Jackson's products and services.
    • Plans and manages the deployment of resources to maximize territorial sales while being responsible for budgeting and expenses.
    • Maintains knowledge of new, existing and enhanced Jackson products and marketing campaigns.
    • Utilizes CRM system and additional technology in order to accomplish a data driven territory business plan.
    Other Duties
    • Performs other duties and/or projects as assigned.
    Knowledge, Skills and Abilities
    • Strong ability to work independently and collaboratively in a challenging environment.
    • Ability to create and deliver effective presentations, seminars, workshops and meetings both virtually and in person.
    • Thorough knowledge of sales and marketing principles and practices.
    • Ability to identify and position Jackson products and services utilizing financial planning tools and platforms commonly used by advisors.
    • Proven track record of growing and managing a territory as measured by sales and persistency of activity.
    • Strong aptitude for technology, including software applications, e-mail and database management from remote locations.
    • Demonstrated excellent prospecting skills.
    • Ability to travel up to 25% of the time.
    Qualifications
    • Bachelor's Degree or related work experience required.
    • 3+ years of sales experience in investments, mutual funds, insurance, or annuities preferred.
    • Jackson Level 3 Internal Wholesaler experience preferred.
    • Experience in marketing investments, annuities, and life insurance preferred.
    • Prior insurance or investment wholesaling experience preferred.
    • FINRA Series 6 and 63 registrations and state insurance license required.
    • Additional registrations as necessary due to changes in regulatory requirements .
    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.
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