Jackson

Director, Business Development Wholesaling

Jackson$110K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree or relevant experience required.
  • 5+ years in the financial services industry.
  • 2+ years as a Desk Director for Internal Sales Desk associates.
  • Management or leadership experience preferred.
  • External wholesaling experience preferred.
  • Required FINRA SIE, Series 6/7, Series 24/26, Series 63, and State Insurance License.

Responsibilities

  • Train Business Development Wholesalers (BDWs) to achieve sales targets.
  • Act as a liaison among various internal departments to ensure operational support.
  • Provide sales support, coaching, and build sales presentations for BDWs.
  • Develop BDWs for advancement to External Wholesaler positions.
  • Conduct performance evaluations and development reviews for BDWs.
  • Monitor BDWs' sales calls and communications for quality and compliance.
  • Manage special projects as assigned by upper management.

Benefits

  • Gain mentorship and development opportunities for career growth.
  • Engage collaboratively with various teams to influence strategies.
  • Work in a supportive sales environment focused on integrity and compliance.
  • Involvement in evaluating and shaping company sales training programs.
Full Job Description

If you are an internal associate, please login to Workday and apply through Jobs Hub.

Job Purpose

The Director, Business Development Wholesaling (BDW) is responsible for creating and sustaining a top performing sales environment operating at the highest level of integrity and compliance and fostering an environment for development and training to prepare Business Development Wholesalers (BDWs) for External Wholesaler (EW) positions.

Essential Responsibilities
  • Trains BDWs to meet organizational sales goals.
  • Serves as a resource to the National Sales Desk while acting as a liaison with various departments within Jackson, including but not limited to: New Business Units, Licensing, Commissions, Broker Services Management, Product Management, and Marketing.
  • Provides operational and sales support, sales coaching, and motivation to their team, including building sales presentations and teaching territory management skills.
  • Develops associates for successful career advancement to External Wholesaler or other Jackson positions.
  • Provides periodic development reviews for BDWs that evaluate performance objectives and core competencies.
  • Monitors sales calls and electronic communications to observe BDW’s demeanor, technical accuracy, sales ability, appointment quality, compliance, and adherence to company policies.
  • Performs miscellaneous special tactical and strategic projects as assigned by management.
  • Conducts interviews and participates in the hiring process for BDW candidates.
  • Engages with Senior Internal Wholesalers (IWs) to discuss candidacy for BDW program.
  • Works with Divisional Sales Managers (DSMs) to understand the evolving needs of EWs.
  • Builds weekly and in-person meeting agendas with DSMs.
  • Travels quarterly with EWs and attends DSM Regional Meetings 2-4 times per year.

Other Duties
  • Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities
  • Strong knowledge of Jackson products, policies, procedures, and systems.
  • Ability to develop staff through training, guidance, feedback, and support.
  • Excellent oral and written communication skills with the ability to conduct a variety of sales and non-sales related training modules and deliver presentations.
  • Ability to define, set, implement, and monitor procedures.
  • Strong analytical, interpersonal, and problem-solving skills.
  • Ability to prioritize while managing multiple tasks.
  • Must be a detail-oriented, well-organized self-starter with high energy, creativity, and the ability to adapt to change in a positive manner.
  • Must have the ability to work independently and in a team environment.
  • Ability to work in an office environment.

Qualifications
  • Bachelor's Degree or relevant experience required.
  • 5+ years of financial services industry experience required.
  • 2+ years of experience as a Desk Director required for current Internal Sales Desk associates .
  • Prior management or leadership experience preferred.
  • Prior external wholesaling experience preferred.
  • FINRA SIE, FINRA Series 6 or 7, FINRA Series 24 or 26, FINRA Series 63, and State Insurance License required.
  • Applicants without the required registrations will have 90 days to obtain them and will be limited in job function until complete registration is obtained .

About Jackson

Jackson Careers

Join the vibrant team at Jackson, a leader in industry innovation and growth. At Jackson, we offer more than just job opportunities; we provide a platform for professional development and leadership in a diverse and inclusive environment.

Work You’ll Do

At Jackson, you’ll be part of a dynamic team committed to excellence and innovation. Our company is at the forefront of industry leadership, providing a wealth of opportunities for career advancement and professional growth. Whether you’re looking for a full-time position or an internship, Jackson is the place where your skills will be honed, and your professional aspirations realized.

Explore Jackson’s Employment Opportunities

We are constantly expanding our team with talented individuals who are eager to drive innovation and lead in their respective fields. Our hiring process is designed to identify and nurture such talent, ensuring that every team member is equipped to contribute effectively. From your initial interview to your ongoing career development, Jackson supports you at every step.

Internship Programs

Kickstart your career with a Jackson internship. Gain invaluable industry experience, develop your skills, and build a professional network that will serve you throughout your career. Our internships offer a unique insight into our company culture and operations, setting the stage for future employment opportunities.

Benefits and Culture

At Jackson, we believe that our team is our greatest asset. We are committed to providing comprehensive benefits that promote health, well-being, and work-life balance. Our culture is built on a foundation of respect, diversity, and inclusion, ensuring that all team members feel valued and inspired.

Professional Growth and Development

We are dedicated to the continuous professional development of our employees. Jackson offers diverse training programs, including leadership development and diversity training, to help you grow at every stage of your career. Our commitment to your growth is matched by our commitment to innovation and excellence in everything we do.

Join Our Team

Search open positions that match your skills and interests on the Jackson Jobs portal. We look for passionate, curious, creative, and solution-driven team players. Ready to take the next step in your career? Explore the exciting and rewarding opportunities at Jackson today.

Stay Connected

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Networking and Career Advancement

At Jackson, networking is at the heart of professional and personal advancement. Engage with leaders and peers within the company through various platforms and events. These interactions provide valuable insights and opportunities that can propel your career forward. Join Jackson, where your career is our priority, and your potential is our investment. Let’s innovate and lead together in this dynamic industry.
Learn more about Jackson
Market Cap
$2.8 billion
Industry
5 Year Trend
+12.1%

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