Field Director – Retirement Strategies Group
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.
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:
• Your Benefits Start Day 1
• 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
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• 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.
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:
• Your Benefits Start Day 1
• 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
Apply tot his job
Apply To this Job