Job Description:
How you will make an impact:
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.
The experience you will bring:
Bachelor’s degree or equivalent experience and one of the following professional designations:JD, CPA, CFP, or RICP
10+ yearsof experience in annuity sales.
Deep understanding of tax rules governing IRAs, qualified plans, and non-qualified annuities.
10+ yearsof experience in retirement asset accumulation, retirement income education, and small business planning.
ActiveFINRA Series 6 & 63licenses and applicablestate life insurance licenses.
What will make you stand out:
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
You can be who you are.
We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife
Base Pay Range:
The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.
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
You Can Be Who You Are
We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.
What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife
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.
