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Job PurposeThe Sr. Advanced Planning Strategist is responsible for consulting with and presenting to wholesalers, financial professionals, attorneys, and CPAs to support Jackson sales. Conducts research and develops marketing materials, presentations, and case illustrations.Essential Responsibilities- Communicates complex retirement and wealth strategies to financial, legal and tax professionals and wholesalers.
- Regularly interfaces with financial professionals through phone and virtual meeting software.
- Effectively leverages PowerPoint and marketing materials to deliver sales presentations.
- Interfaces with sales to help prospect and close business.
- Works with team to develop, review, and revise presentations, marketing materials, and white papers.
- Conducts research to support consulting activities and the development of marketing materials.
- Provides training to Sales Desk employees, external wholesalers and other staff.
- Performs other duties and/or projects as assigned.
- Strong verbal and written communications skills.
- Strong presentation skills.
- Solid relationship building and consultative sales skills.
- Solid sales skills.
- Outstanding research and analytical skills.
- Ability to identify issues in complex fact patterns, and develop/articulate solutions to issues.
- Limited travel may be required.
- Bachelor's Degree or equivalent experience required.
- Advanced designation (such as CFP, CPA, CFA, or JD) required. JD preferred..
- 5+ years of financial sales, estate planning, legal practice, consultation, or equivalent combination of education and experience required.
- FINRA SIE, FINRA Series 6 or 7 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
- Advanced designation such as CFP, CPA, CFA, or JD
- JD
- 5+ years of financial sales, estate planning, legal practice, consultation, or equivalent experience
- FINRA SIE registration
- FINRA Series 6 or Series 7 registration
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
