Regional Planning Director
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Before you apply
Salary$150k – $171k
LocationNashville, TN
Work moderemote · United States
Typefull-time
SeniorityDirector
Experience8+ yrs
Company size1,001–5,000 people
PostedSep 25, 2026 · 1mo ago
Verified live21h ago
At a glanceSummarised by Seekless from the posting.
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 75%+ travel required
Bachelor's Degree required
Advanced degree or certification, including LLM, MBA, CIMA, CAIA, or CFA, required
8+ years of experience in financial services sales or consultation required
Securities Industry Essentials (SIE) required
FINRA Series 6 or 7 required
JD, CFP, or CPA preferred
Benefits
Health insurance
401(k)
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Job Purpose
The Regional 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. Generates specific case illustrations for wholesalers and representatives in their territory. 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 and stays 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.
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 75%+ 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 required.
Legal
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.
Base Pay:
$150,000.00 - $171,000.00. The base salary for this position may vary depending on experience, job-related knowledge, skills, and abilities. In addition to the base salary, this role will be eligible to participate in our annual bonus program and may be eligible to participate in our long-term incentives program. This role will also be eligible for compensated personal time off and holidays, health benefits, 401(k) plan with generous matching and other benefit programs according to the Company’s employment policies and subject to the formal terms of such plans and programs.
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