Jackson

Business Development Wholesaler

Nashville, TN

Sponsorship not specifiedDetected 30 days ago

CRMSalesBusiness DevelopmentBudgetingHRISCollaborationPublic Speaking

About the role

If you are an internal associate, please login to Workday and apply through Jobs Hub.
The BDW is also responsible for engagement towards company growth initiatives, which may involve advisor populations outside their target advisor segment.
In office expectations when not territory traveling are 100%.

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..
Securities Industry Essentials (SIE) required.
FINRA Series 6 or 7, FINRA Series 63, State Insurance License required.
Experience in marketing investments, annuities, and life insurance preferred.
Prior insurance or investment wholesaling experience preferred.
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.

Hosts advisor facing virtual meeting for advisors - presenting relevant actionable sales ideas.
Utilizes a data-driven approach and tools to educate advisors on Jackson's products and services.
Utilizes CRM system and additional technology in order to accomplish a data driven territory business plan.
Strong ability to work independently and collaboratively in a challenging environment.
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.
Demonstrated excellent prospecting skills.

gion, 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 r

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