Advanced Planning Director jobs in United States
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Jackson · 3 weeks ago

Advanced Planning Director

positionNashville, TN
timeFull-time
remoteOnsite
senioritySenior Level, Lead/Staff
date8+ years exp

Jackson National Life Insurance is seeking an Advanced Planning Director to support the sale of investment products through advanced retirement and wealth planning strategies. The role involves acting as a consultant to the sales force, mentoring staff, and conducting training while developing marketing materials and presentations.

Financial Services
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H1B Sponsor Likelynote

Responsibilities

Communicates Advanced Strategies concepts to wholesalers and representatives over the phone and in person
Conducts Advanced Strategies 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 Strategies 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 Strategies consultants
Sets the example for Advanced Strategies conduct, commitment, and performance
Performs other duties and/or projects as assigned

Qualification

Annuities expertiseAdvanced case designFinancial services experienceSecurities Industry EssentialsFINRA Series 6Public speakingSales skillsResearch skillsAnalytical skillsTraining skillsCommunication skillsRelationship building

Required

Bachelor's Degree required
8+ years experience in financial services sales or consultation required
Securities Industry Essentials (SIE) required
FINRA Series 6 or 7 required

Preferred

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

Company

Jackson

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Jackson is a financial services company dedicated to helping people pursue financial freedom for life.
dateFounded in 1961
location
Lansing, Michigan, USA
people-size1001-5000 employees
web-link
https://www.jackson.com

H1B Sponsorship

Jackson has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (6)
2023 (9)
2022 (7)
2021 (10)
2020 (18)

Funding

Current Stage
Public Company
Total Funding
$1.55B
Key Investors
TPGAthene
2026-01-06Post Ipo Equity· $500M
2023-03-06Post Ipo Equity· $550M
2021-09-20IPO

Leadership Team

L
Laura Prieskorn
Chief Executive Officer
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Alison Reed
Chief Operations Officer
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Recent News

Business Wire
TPG to Announce Fourth Quarter and Full Year 2025 Financial Results and Host Investor Call
2026-01-09
Business Wire
TPG and Jackson Financial Inc. Announce Strategic Partnership to Accelerate Growth
2026-01-06
Morningstar.com
Jackson Names Alison Reed Head of Distribution
2025-12-18
Company data provided by crunchbase