Teams at Jackson

Builds and manages relationships with bank, wire, and agency advisors across KS, IA, and NE to drive annuity and investment sales through meetings, seminars, campaigns, training, CRM/database management, and territory planning. Responsible for recruiting top producers, coordinating with internal wholesalers, meeting activity targets, and extensive field travel.

The Advanced Planning Director supports sales of investment products via consulting and training, generating materials, and presenting advanced strategies while mentoring staff and maintaining industry knowledge.

Responsible for complex actuarial projects including product development, financial modeling, and risk analysis, while leading teams and training associates.