Jackson · 22 hours ago
Advanced Planning Director
Nashville, TN
Full-time
Hybrid
Senior Level, Lead/Staff
$150K/yr - $171K/yr
8+ years expJackson is a company focused on investment products, seeking an Advanced Planning Director to support and promote their sales through advanced retirement and wealth planning strategies. The Director will act as a consultant and mentor, providing guidance to the sales force and conducting training programs.
Financial Services
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
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
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
Preferred
Master's Degree Advanced degree or certification, including JD, LLM, CFP, MBA, CPA, CIMA, CAIA or CFA preferred
Benefits
Annual bonus program
Long-term incentives program
Compensated personal time off
Holidays
Health benefits
401(k) plan with generous matching and profit sharing contributions
Other benefit programs according to the Company's employment policies and subject to the formal terms of such plans and programs
Company
Jackson
Jackson is a financial services company dedicated to helping people pursue financial freedom for life.
1001-5000 employees
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 CompanyTotal Funding
$1.55BKey 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
Alison Reed
Chief Operations Officer
Recent News
Business Wire
2026-01-09
2026-01-06
Morningstar.com
2025-12-18
Company data provided by crunchbase