Advanced Planning Director
Jackson(1 month ago)
About this role
The Advanced Planning Director supports and promotes the sale of Jackson's suite of investment products through advanced retirement and wealth planning strategies. The role serves as a consultant and liaison to the sales force and a business partner to advisors, helping to identify and close sales opportunities. The Director also mentors, trains, and provides guidance to other staff members.
Required Skills
- Annuities
- Mutual Funds
- Estate Planning
- Taxation
- Retirement Plans
- Charitable Giving
- Presentation Skills
- Public Speaking
- Relationship Building
- Sales
+4 more
Qualifications
- Bachelor's Degree
- Master's Degree
- JD
- LLM
- CFP
- MBA
- CPA
- CIMA
- CAIA
- CFA
+3 more
About Jackson
jackson.comWe are committed to helping clarify the complexity of retirement planning—for everyone. Learn more about Jackson, and how we can help reduce the confusion that complicates your plans.
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