Internal Account Manager, Strategic Relationships

Essential Responsibilities

• Interacts with KAMs on processing/updating selling agreements, internal/external sales communication, etc. and disseminates 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 ensures timely updates to the field for tiered and non-tiered firms including suitability certification follow up, routing Non-Tiered Sponsorship requests, facilitating new BD Profiling post-onboarding, pursues firm advisory approval and onboarding, manages special commission schedule requests, facilitates Deal Direct termination requests.
• Cohorts 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 attends 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.
• Captures and coordinates marketing campaigns for tiered firms.
• Organizes strategic partner meetings planned and hosted by National Accounts.

Other Duties

Performs other duties and/or projects as assigned.

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 and insurance licenses 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.