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Job Purpose

The Sr. Advanced Planning Strategist is responsible for consulting with and presenting to wholesalers, financial professionals, attorneys, and CPAs to support Jackson sales. Conducts research and develops marketing materials, presentations, and case illustrations.

Essential Responsibilities

Communicates complex retirement and wealth strategies to financial, legal and tax professionals and wholesalers.

Regularly interfaces with financial professionals through phone and virtual meeting software.

Effectively leverages PowerPoint and marketing materials to deliver sales presentations.

Interfaces with sales to help prospect and close business.

Works with team to develop, review, and revise presentations, marketing materials, and white papers.

Conducts research to support consulting activities and the development of marketing materials.

Provides training to Sales Desk employees, external wholesalers and other staff.

Other Duties

Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities

Strong verbal and written communications skills.

Strong presentation skills.

Solid relationship building and consultative sales skills.

Solid sales skills.

Outstanding research and analytical skills.

Ability to identify issues in complex fact patterns, and develop/articulate solutions to issues.

Limited travel may be required.

Qualifications

Bachelor's Degree or equivalent experience required.

Advanced designation (such as CFP, CPA, CFA, or JD), or ability to obtain a CFP within 24 months of hire date required. JD preferred.

5+ years of financial sales, estate planning, legal practice, consultation, or equivalent combination of education and experience required.

FINRA SIE, FINRA Series 6 or 7 required.

Applicants without the required registration(s) will have 90 days to obtain the required registration(s), but will be limited in job function until complete registration(s) is obtained .

We don't just accept difference - we celebrate it, we support it, and we thrive on it for the benefit of our employees, our products and our community. 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.

At Jackson, our employees are empowered to bring a fresh perspective, confront new challenges, and define their own career paths. We value the unique perspectives and innovative ideas that come from our employees' diverse backgrounds.

Jackson is the marketing name for Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and Jackson National Life Insurance Company of New York (Home Office: Purchase, New York). Jackson National Asset Management, LLC (JNAM) located in Chicago, Illinois, is an SEC-registered investment adviser and Jackson subsidiary.

Annuities are distributed by Jackson National Life Distributors LLC, Member FINRA.

Jackson companies offer an outstanding benefits package including competitive pay, bonuses, comprehensive health insurance benefits, a matching 401(k) retirement plan, adoption assistance, education matching gift program and dependent tuition program. Online applications requested. Contact human.resources@jackson.com for alternate formats for accommodation.

To learn more about Jackson's financial strength and results, visit jackson.com (https://www.jackson.com/our-company/financials/landing.xhtml) .

Jackson National Life Insurance Company

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Sr. Advanced Planning Strategist