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Jackson · 4 days ago

Business Development Wholesaler

Nashville, TN

Full-time

Hybrid

Mid Level

3+ years exp

Jackson National Life Insurance is seeking a Business Development Wholesaler (BDW) to develop and implement strategic business plans aimed at achieving sales goals within targeted advisor segments. The BDW will collaborate with External and Internal Wholesalers, engage with advisors, and promote company growth initiatives while managing a hybrid approach to wholesaling.

Financial Services

Responsibilities

Develops, implements, and executes strategic business plans that target a specific set of financial professionals within multiple territories in order to attain sales growth objectives

Cultivates new business relationships and extends low producing relationships within the territory through collaboration with External Wholesalers and consistent review of the territory execution plan to ensure targets are attained and adjustments made when necessary

Hosts advisor facing virtual meeting for advisors – presenting relevant actionable sales ideas

Ensures engagement and awareness of company growth initiatives with all External Wholesaler and Internal Wholesaler partners – regularly sharing success stories, sales idea positioning and ensuring consistency between External Wholesaler members and Internal Wholesaler members

Supports conferences based on advisor concentration – including attending conferences to promote Jackson opportunities

Operates in a “hybrid” wholesaling capacity which entails spending up to 20% of time in the field, running virtual meetings and engaging with advisors through traditional avenues such as telephone, email, and virtual meetings

Utilizes a data-driven approach and tools to educate advisors on Jackson’s products and services

Plans and manages the deployment of resources to maximize territorial sales while being responsible for budgeting and expenses

Maintains knowledge of new, existing and enhanced Jackson products and marketing campaigns

Utilizes CRM system and additional technology in order to accomplish a data driven territory business plan

Documents all territory activity including calls, in-person, and virtual meetings

Performs other duties and/or projects as assigned

Qualification

Financial services experienceSales experienceSecurities Industry Essentials (SIE)FINRA Series 6State Insurance LicenseProspecting skillsTechnology aptitudeMarketing knowledgePresentation skillsCollaboration skills