Internal Account Manager, Strategic Relationships

Posted 5 Days Ago
Be an Early Applicant
Nashville, TN, USA
In-Office
Junior
Financial Services
The Role
Manage and grow relationships with broker/dealer firms by partnering with Key Account Managers, handling administrative problem solving, coordinating sales training and marketing campaigns, preparing reports and presentations, supporting onboarding and approvals, and driving strategic initiatives to increase distribution and revenue.
Summary Generated by Built In

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Job PurposeThe Internal Account Manager's primary responsibility is to drive revenue to Jackson by providing excellent service to our key strategic partners and sales force. This individual is responsible for partnering with Key Account Managers (KAMs) and managing existing relationships with broker/dealer firms. The Internal Account Manager will also be the primary contact for broker/dealer firms related to administrative problem solving, product information, and specific contract information.Essential Responsibilities
  • Interacts with KAMs on processing/updating selling agreements, internal/external sales communication, etc. and disseminating updated information to appropriate Jackson personnel.
  • Disseminates monthly account management reports for firm.
  • Prepares presentations and briefings for accounts and senior management.
  • Liaison between broker/dealer firm and Jackson sales team.
  • Manages on-going administrative processes and ensure timely update to the field for tiered and non-tiered firms including suitability certification follow up, routing Non-Tiered Sponsorship requests, facilitates new BD Profiling post-onboarding, pursues firm advisory approval and onboarding, manages special commission schedule requests, facilitates Deal Direct termination requests
  • Coordinates sales training with broker/dealer firms (training, conference calls, WebEx's, etc.) and Jackson Internal Sales Desks. Documents and communicates results to key Jackson departments.
  • Works jointly with Regional Directors/Divisional Vice Presidents and Internal Sales to develop and implement strategic initiatives and programs with broker/dealer firms, as well as communicating results of initiatives to Jackson.
  • Plans and coordinates a Jackson presence at regional and national firm conferences and attend where appropriate.
  • Works with appropriate Jackson departments to coordinate and execute all National Accounts sales initiatives.
  • Handles inbound calls from other Jackson departments and from the back offices of the firms he/she is responsible for.
  • Coordinates marketing campaigns for tiered firms.
  • Organizes strategic partner meetings planned and hosted by National Accounts.
  • Uncovers opportunities to increase effectiveness of the relationship, increases Jackson distribution, elevates penetration within broker/dealer firm, and provides value-added presentations and or speakers for broker/dealer firm events.
Other Duties
  • Performs other duties and/or projects as assigned.
Knowledge, Skills and Abilities
  • Proven ability to prioritize while managing multi-tasks.
  • Must be detailed, organized and a team player.
  • Strong analytical, interpersonal and problem-solving skills.
  • Must have the ability to work independently and in a team environment.
  • Must have strong relationship building skills.
  • Strong customer service skills.
  • Highly proficient in the entire Microsoft Office suite.
  • Excellent verbal and written communications skills.
Qualifications
  • Bachelor's Degree or equivalent experience required.
  • 2+ years financial services industry experience in National/Key Accounts preferred.
  • Financial Service Sales experience required.
  • FINRA SIE, FINRA Series 6 or 7 and insurance licenses required.
  • Applicants without the required registration(s) will have 90 days to obtain the required registration(s), but will be limited in job function until complete registration(s) is obtained .

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.

Skills Required

  • Bachelor's Degree or equivalent experience
  • Financial Service Sales experience
  • FINRA SIE, FINRA Series 6 or 7
  • Applicants without required registrations have 90 days to obtain them (limited function until completed)
  • 2+ years financial services industry experience in National/Key Accounts
  • Highly proficient in Microsoft Office suite
  • Strong verbal and written communication skills
  • Strong relationship building, customer service, analytical, interpersonal and problem-solving skills
  • Ability to prioritize, manage multiple tasks, work independently and in a team
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The Company
HQ: Lansing, MI
3,409 Employees

What We Do

Jackson® is committed to helping clarify the complexity of retirement planning. Our range of annuity products, financial know-how, history of award-winning service*, and streamlined experiences strive to reduce the confusion that complicates retirement plans. We dedicate our time, money, and resources to strengthening financial literacy, striving to make sure every American has access to the resources they need to master their money and their future. We believe by providing clarity for all today, we can help drive better outcomes for tomorrow. Interested in becoming one of our associates? We develop and celebrate talent in many areas, from sales and marketing to consulting and compliance. We know that diversity and inclusion make us all stronger together. Learn more about our products at jackson.com Contact Us Jackson.com 517/381-5500 – General Information 800/644-4565 – Contract Owners 877/565-2968 – Values and Contract Information * SQM (Service Quality Measurement Group) Contact Center Awards Program for 2004 and 2006-2021. (To achieve world-class certification, 80% or more of call-center customers surveyed must have rated their experience as very satisfied, the highest rating possible.) 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 Life Distributors LLC. SMPR1292 03/23

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