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Headquartered in Newport Beach, California, Pacific Life provides life insurance, annuities, mutual funds, and other products to protect families and individual
Field Director – Retirement Strategies Group
Location
Alabama + 4 moreAll locations: Alabama | Illinois | Iowa | Kentucky | Michigan
Posted
212 days ago
Salary
$175K - $195K / year
Seniority
Lead
Job Description
Field Director – Retirement Strategies Group
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.
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
