Director, Business Development Wholesaling

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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 .

Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.