Field Director​/Retirement Strategies Group

Field Director/Retirement Strategies Group

Join to apply for the Field Director/Retirement Strategies Group role at Pacific Life

• Partner with field wholesalers in an assigned region to promote the sales and marketing of Pacific Life’s annuity products.
• Deliver presentations on a wide range of retirement planning topics, including Social Security, IRA distribution rules, and tax considerations related to both qualified and non-qualified retirement plans.
• Draft presentations, marketing collateral, and educational materials to support continuing education programs and client events.
• Conduct presentations for clients and financial professionals, clearly communicating complex planning strategies in an accessible and compelling manner.

• Bachelor’s degree or equivalent experience and one of the following professional designations: JD, CPA, CFP, or RICP
• 10+ years of experience in annuity sales.
• Deep understanding of tax rules governing IRAs, qualified plans, and non-qualified annuities.
• 10+ years of experience in retirement asset accumulation, retirement income education, and small business planning.
• Active FINRA Series 6 & 63 licenses and applicable state life insurance licenses.

• Exceptional presentation and communication skills, with the ability to engage both individuals and groups.
• Strong ability to prioritize and manage competing tasks in a fast-paced environment.
• Proven success executing multiple initiatives simultaneously with high attention to detail.
• Demonstrated ability to build and maintain strong internal and external relationships.

Compensation is $175,000 - $195,000 + quarterly and annual bonuses.

We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities.

• Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
• Generous paid time off options including:
  Paid Time Off, Holiday Schedules, and Financial Planning Time Off
• Paid Parental Leave as well as an Adoption Assistance Program
• Competitive 401k savings plan with company match and an additional contribution regardless of participation

EEO Statement:
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

• Director

• Full-time

• Business Development and Sales

• Insurance