Jackson National Life Insurance Company

Job Information

Jackson National Life Insurance Company Director, Advanced Planning in Nashville, Tennessee

Job Purpose

The Director, Advanced Planning will support and promote the sale of Jackson's suite of investment products through advanced retirement and wealth planning strategies. The Director 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 Director mentors, provides guidance, and trains other staff members.

Essential Responsibilities

Communicates Advanced Planning concepts to wholesalers and representatives over the phone and in person.

Conducts Advanced Planning presentations on advanced sales concepts.

Generates specific case illustrations for wholesalers and representatives in their territory.

Develops and manage a business plan to enhance sales in assigned territory.

Develops Advanced Planning 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 and 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 less experienced Advanced Planning consultants.

Sets the example for Advanced Planning conduct, commitment, and performance.

Other Duties

Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities

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.

Up 75%+ travel required.


Bachelor's Degree required.

Master's Degree Advanced degree or certification, including JD, LLM, CFP, MBA, CPA, CIMA, CAIA or CFA. preferred.

5+ years experience in financial services sales or consultation required.

FINRA Series 6 and 63 required.

FINRA Series 7 preferred.

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.

At Jackson, our employees are empowered to bring a fresh perspective, confront new challenges, and define their own career paths. We value the unique perspectives and innovative ideas that come from our employees' diverse backgrounds.

Jackson is the marketing name for Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and Jackson National Life Insurance Company of New York (Home Office: Purchase, New York). Jackson National Asset Management, LLC (JNAM) located in Chicago, Illinois, is an SEC-registered investment adviser and Jackson subsidiary.

Annuities are distributed by Jackson National Life Distributors LLC, Member FINRA. PGDS (US ONE) LLC (PGDS-US) is a services company and Jackson subsidiary that supports Jackson and Jackson affiliates across the globe. PGDS-US associates provide world-class expertise and services that are essential to Jackson and its affiliated companies.

Jackson companies offer an outstanding benefits package including competitive pay, bonuses, comprehensive health insurance benefits, a matching 401(k) retirement plan, adoption assistance, education matching gift program and dependent tuition program. Online applications requested. Contact human.resources@jackson.com for alternate formats for accommodation.

To learn more about Jackson's financial strength and results, visit jackson.com (https://www.jackson.com/our-company/financials/landing.xhtml) .