For nearly 160 years, we’ve delivered products and services that help protect the financial future of our customers.

Field Director – Retirement Strategies Group

DirectorDirectorFull TimeRemoteTeam 1,001-5,000Since 1868H1B SponsorCompany Site LinkedIn

Location

Alabama + 4 more

Posted

118 days ago

Salary

$175K - $195K / year

Bachelor Degree10 yrs expEnglish

Job Description

• 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.

Job Requirements

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.

Benefits

Health and well-being prioritization 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