Director of Enterprise Relationships

• May 2020 - Present

Advisory Integration Consultant

• Apr 2018 - Dec 2019

• Established and deepened strategic advisory relationships with back office personnel at broker-dealers in the independent and financial institution channels• Delivered over 275 presentations YTD for over 425 advisors demonstrating the power of guaranteed income in leading financial planning technologies (eMoney, Envestnet MoneyGuide, Riskalyze, et al)• Partnered with financial advisors and wholesalers in independent and financial institution channel to integrate Jackson’s advisory products on advisory platforms and within the industry’s latest financial technology• Led one-on-one and group advisor-facing meetings and back office trainings to promote advisory annuity initiatives while supporting both internal and external wholesalers through a variety of technology and advisory related sales trainings Show less

Technology Sales Strategist

• Jan 2016 - Apr 2018

• Partnered with financial advisors and wholesalers, consulting on how to best scale and manage their business and providing ideas on how to build business and support while leveraging digital tools, technology and resources• Supported channel distribution coverage including independent broker-dealers, banks and wire houses nationwide• Delivered over 250 technology-related sales presentations and comprehensive support across all channels including regional and due diligence meetings, investment conferences, distribution executive roadshows and seminar events• Led one-on-one and group advisor-facing meetings and back office trainings to increase the sales team’s proficiency while supporting both internal and external wholesalers through technology-related sales trainings • Recognized as 1 of 5 individual who successfully founded and development the Technology Sales Strategy department Show less

Business Development Consultant

• Sep 2015 - Jan 2016

• Served as the Variable Annuity Wholesaler with an Investment-Only Variable Annuity focus, partnering with 2 territories valued at $300M, producing the following impactful results:• Produced results at 119% of the goal at the year-end within the combined territories • Served as 1:1 video presenter for “Know Your Tools” promoting technology and business building capabilities• Selected to lead advisor meetings in the field in addition to supporting various client events• Proven success demonstrated with developing and delivering audience appropriate presentations • Recipient of numerous awards and accolades including the “Business Development Consultant of the Quarter” for the Independent Broker-Dealer Central Team Show less

Internal Wholesaler

• Jun 2012 - Sep 2015

Internal Wholesaler – Independent Broker-Dealer West, (2014 – 2015)• Served as a Variable Annuity Wholesaler within a $175M+ territory, delivering the following impactful results:• Implemented strategy that successfully grew the organization’s market share from 35.82% to 42.01% • Exceeded the target Variable Annuity sales goals at 108.3% • Selected to represent Independent Broker-Dealer West Division at the Invesco Internal Wholesaler Exchange Internal Wholesaler – Independent Broker-Dealer Central, (2013 – 2014)• Provided comprehensive support of the organization’s sales efforts while serving as a Variable Annuity Wholesaler in a $172M+ territory, producing the following results:• Successfully achieved the 2014 annual Investment-Only Variable Annuity sales goals by Q2 ($40M+ in sales)• Ranked #1 companywide regarding Investment Only-Variable Annuity sales in 2014Career Development Program Attendee, (2012 – 2013)• Developed an in-depth understanding of Jackson’s systems, sales model and products while participating in industry-related trainings • Successfully obtained Series 7, 63 and Colorado Life & Variable Insurance licenses Show less