Business Development Wholesaler

Essential Responsibilities

• Develops, implements, and executes strategic business plans targeting a specific set of financial professionals within multiple territories.
• Cultivates new business relationships and extends low-producing relationships through collaboration with External Wholesalers and consistent review of the territory execution plan.
• Hosts advisor-facing virtual meetings to present relevant actionable sales ideas.
• Safeguards engagement and awareness of company growth initiatives with External Wholesaler and Internal Wholesaler partners, regularly sharing success stories, sales idea positioning, and ensuring consistency between partners.
• Supports conferences based on advisor concentration, attending conferences to promote Jackson opportunities.
• Operates in a hybrid wholesaling capacity, spending up to 20% of time in the field, running 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 to accomplish a data-driven territory business plan.
• Documents all territory activity including calls, in-person, and virtual meetings.

Qualifications

• Bachelor's Degree or related work experience required.
• 3+ years of financial services experience or 2+ years sales experience in investments, mutual funds, insurance, or annuities required.
• 6+ months experience as a Senior Internal Wholesaler required for current internal Sales Desk associates.
• Experience in marketing investments, annuities, and life insurance preferred.
• Prior insurance or investment wholesaling experience preferred.
• Securities Industry Essentials (SIE) required.
• FINRA Series 6 or 7, FINRA Series 63, State Insurance License required.