[Remote] Field Director/Retirement Strategies Group at Pacific Life

Iowa, United States

Apply Now

$175,000 – $195,000Compensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, InsuranceIndustries

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

Responsibilities

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

Skills

Key technologies and capabilities for this role

Annuity SalesRetirement PlanningSocial SecurityIRA Distribution RulesTax RulesQualified PlansNon-Qualified AnnuitiesFINRA Series 6FINRA Series 63Life Insurance LicensesPresentationsMarketing Collateral

Questions & Answers

Common questions about this position

What is the compensation for the Field Director role?

The base pay range is $175,000 - $195,000 plus quarterly and annual bonuses. Actual compensation depends on experience, qualifications, and geographic location.

What benefits are offered at Pacific Life?

Benefits start on day 1 and include medical, dental, vision, wellbeing reimbursement account, generous paid time off, paid parental leave, adoption assistance, and a competitive 401k with company match.

What are the required qualifications and experience for this position?

Candidates need a Bachelor’s degree or equivalent and one of JD, CPA, CFP, or RICP designations, plus 10+ years in annuity sales, deep knowledge of tax rules for IRAs and plans, 10+ years in retirement planning, and active FINRA Series 6 & 63 licenses with state life insurance licenses.

Is this a remote position or does it require travel?

This information is not specified in the job description.

What does Pacific Life's company culture emphasize?

Pacific Life is committed to a culture of diversity and inclusion that embraces authenticity and supports all employees to thrive and achieve their fullest potential.

Pacific Life

About Pacific Life

Newport Beach, CaliforniaHeadquarters

1868Year Founded

$189.4MTotal Funding

N/ACompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Health Insurance

Paid Vacation

Paid Parental Leave

Adoption Assistance

401(k) Retirement Plan

401(k) Company Match

Risks

Increased competition in annuities market from companies like Prudential and MetLife.

Potential financial exposure from significant real estate investments.

Integration challenges with Selerix could affect customer satisfaction.

Differentiation

Pacific Life partners with T. Rowe Price for innovative Lifetime Income solutions.

Recognized as a top community-minded company, enhancing brand reputation and trust.

Real-time integration with Selerix improves benefits administration accuracy and efficiency.

Upsides

Lifetime Income solution attracts clients seeking secure retirement options.

Enhanced annuity products offer flexibility and growth, increasing product attractiveness.

Strong real estate financing position opens more sector opportunities.

Land your dream remote job 3x faster with AI

Try Jobo Free