Jackson

Planning Director

Jackson$110K — $130K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree required.
  • Advanced degree or certification (LLM, MBA, CIMA, CAIA, CFA) required; JD, CFP, or CPA preferred.
  • 8+ years of experience in financial services sales or consultation required.
  • Securities Industry Essentials (SIE) required.
  • FINRA Series 6 or 7 within 60 Days required.
  • FINRA Series 63 within 60 Days required.

Responsibilities

  • Communicates advanced strategies concepts to sales professionals.
  • Conducts advanced strategies presentations on complex sales concepts.
  • Develops and manages a strategic business plan for sales enhancement.
  • Creates marketing materials, presentations, and white papers.
  • Drafts summaries and articles on product and regulatory issues.
  • Follows up on sales inquiries and makes outbound support calls.
  • Conducts research on industry trends to inform marketing materials.

Benefits

  • Continuing education programs offered.
  • Opportunity for advanced career development and mentorship.
  • Travel opportunities up to 25%.
  • Access to extensive training resources for both personal and team development.
Full Job Description

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

Job Purpose

The Planning Director will support and promote the sale of Jackson's suite of investment products through advanced retirement and wealth planning strategies. This individual acts as a consultant and liaison to the sales force and a business partner to their advisors by communicating, identifying, and helping to close sales opportunities. The Planning Director mentors, provides guidance, and trains other staff members.

Essential Responsibilities

  • Communicates advanced strategies concepts to wholesalers and representatives over the phone and in-person.
  • Conducts advanced strategies presentations on advanced sales concepts.
  • Develops and manages 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 to 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 Advanced Strategies Consultants.
  • Sets the example for advanced strategies conduct, commitment, and performance.

Other Duties

  • Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities

  • 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 to 25%+ travel required.

Qualifications
  • Bachelor's Degree required.
  • Advanced degree or certification, including LLM, MBA, CIMA, CAIA, or CFA, required. JD, CFP, or CPA preferred.
  • 8+ years of experience in financial services sales or consultation required.
  • Securities Industry Essentials (SIE) required.
  • FINRA Series 6 or 7 within 60 Days required.
  • FINRA Series 63 within 60 Days required.

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

Keep up to date with the latest career tips, insider perspectives, and industry-leading insights—all from the people who work here. Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences.

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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