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Job Purpose
In partnership with External Wholesalers and Internal Wholesalers, the Hybrid Product Wholesaler (HPW) is responsible for developing and implementing a business plan to achieve sales goals and producer type goals by covering a targeted advisor segment – effectively covering the opportunity gap within the EW territories. The HPW role is also responsible for engagement towards company growth initiatives, which may involve advisor populations outside their target advisor segment
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.
- Hosts advisor facing virtual meeting for advisors – presenting relevant actionable sales ideas.
- Ensures engagement and awareness of company growth initiatives with all EW/IW partners – regularly sharing success stories, sales idea positioning and ensuring consistency between External Wholesaler members and Internal Wholesaler members.
- Supports conferences based on advisor concentration – including attending conferences to promote Jackson opportunities.
- Operates in a “hybrid” wholesaling capacity which entails 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 in order to accomplish a data driven territory business plan.
- Documents all territory activity including calls, in-person, and virtual meetings.
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 20% of the time.
- Role based in Franklin, TN. In office expectations when not territory traveling are 100%.
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.
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.
