Field Director/Retirement Strategies Group

About the Role

The role entails working closely with financial professionals, providing them with the necessary tools and knowledge to effectively advise their clients on retirement planning. Your deep understanding of tax rules governing IRAs, qualified plans, and non-qualified annuities will be invaluable in this context. Moreover, your ability to communicate complex planning strategies in an accessible and compelling manner will be essential in engaging both individuals and groups.

What You Will Do

• Partner with field wholesalers to promote Pacific Life's annuity products and develop sales strategies
• Deliver presentations on retirement planning topics, including Social Security, IRA distribution rules, and tax considerations
• Draft marketing collateral, educational materials, and presentations to support continuing education programs
• Conduct presentations for clients and financial professionals, clearly communicating complex planning strategies
• Develop and maintain strong relationships with internal stakeholders and external partners
• Stay abreast of industry trends and regulatory changes, applying this knowledge to improve sales and marketing efforts
• Collaborate with cross-functional teams to align sales and marketing strategies
• Provide training and support to financial professionals on Pacific Life's products and services
• Analyze sales data and market trends to identify areas for improvement and optimize sales strategies
• Develop and execute business plans to achieve sales targets and expand the company's market presence

What We Are Looking For

• Bachelor's degree or equivalent experience, with a professional designation such as JD, CPA, CFP, or RICP
• 10+ years of experience in annuity sales, with a 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
• Proven track record of success in sales and marketing, with a strong ability to prioritize and manage competing tasks
• Excellent presentation and communication skills, with the ability to engage both individuals and groups
• Strong analytical and problem-solving skills, with the ability to interpret sales data and market trends
• Demonstrated ability to build and maintain strong internal and external relationships

Nice to Have

• Experience working in a remote environment, with a high level of autonomy and self-motivation
• Strong digital skills, including proficiency in Microsoft Office and sales automation tools
• Knowledge of the financial services industry, with a focus on retirement planning and annuity sales
• Certification in a related field, such as retirement planning or financial planning

Benefits and Perks

• Competitive salary range of
  75,000 -

  95,000, with quarterly and annual bonuses
• Comprehensive benefits package, including medical, dental, vision, and wellbeing reimbursement account
• Generous paid time off options, including paid holiday schedules and financial planning time off
• Paid parental leave and adoption assistance program
• Competitive 401k savings plan with company match and additional contribution
• Flexible remote work arrangement, with the ability to work from anywhere in the United States
• Opportunities for professional development and growth, with a focus on diversity and inclusion
• Access to cutting-edge technology and sales automation tools
• Collaborative and dynamic work environment, with a team of experienced professionals,

• Ensure you have a strong understanding of tax rules governing IRAs, qualified plans, and non-qualified annuities, as this will be a critical aspect of the role.
• Develop a portfolio of your work, including presentations, marketing collateral, and sales strategies, to demonstrate your expertise to potential employers.
• Practice your presentation skills, as the ability to communicate complex planning strategies in an accessible and compelling manner will be essential in this role.
• Research Pacific Life's products and services, as well as their approach to retirement planning and annuity sales, to demonstrate your knowledge and enthusiasm for the company.
• Be prepared to discuss your experience working in a remote environment, and how you stay motivated and connected with colleagues and clients in this setup.
• Highlight your ability to prioritize and manage competing tasks, as well as your analytical and problem-solving skills, to demonstrate your ability to succeed in this fast-paced role.
• Consider obtaining additional certifications, such as a retirement planning or financial planning certification, to enhance your credentials and demonstrate your commitment to the field.