Planning Director

Jackson is an equal opportunity workplace.

About the role

The Planning Director will support and promote the sale of Jackson's suite of investment products through advanced retirement and wealth planning strategies. This individual acts as a consultant and liaison to the sales force and a business partner to their advisors by communicating, identifying, and helping to close sales opportunities. The Planning Director mentors, provides guidance, and trains other staff members.

Responsibilities

• Communicates advanced strategies concepts to wholesalers and representatives over the phone and in-person.
• Conducts advanced strategies presentations on advanced sales concepts.
• Develops and manages a business plan to enhance sales in assigned territory.
• Develops advanced strategies presentations, marketing materials, and white papers.
• Drafts summaries, articles, and presentations that address product, industry, and regulatory issues.
• Responds to, follows up on, and makes outbound calls to support sales.
• Conducts research to stay abreast of industry and regulatory changes to support consulting activities and the development of marketing materials.
• Conducts continuing education programs.
• Provides training to sales desk employees, external wholesalers, and other associates.
• Provides training and assistance to Advanced Strategies Consultants.
• Sets the example for advanced strategies conduct, commitment, and performance.
• Performs other duties and/or projects as assigned.

Requirements

• Bachelor's Degree required.
• Advanced degree or certification, including LLM, MBA, CIMA, CAIA, or CFA, required. JD, CFP, or CPA preferred.
• 8+ years of experience in financial services sales or consultation required.
• Securities Industry Essentials (SIE) required.
• FINRA Series 6 or 7 within 60 Days required.
• FINRA Series 63 within 60 Days required.
• Up to 25%+ travel required.

Skills

• Expertise in annuities, mutual funds, and other investment related sales strategies.
• Expertise in advanced case design, including but not limited to estate planning, taxation, retirement plans, and charitable giving.
• Strong verbal and written communication skills.
• Strong presentation skills with demonstrated experience in public speaking.
• Solid relationship building and interpersonal skills.
• Demonstrated sales skills.
• Strong research and analytical skills.
• Ability to work autonomously in a collegial environment.