Regional Sales Manager, Southwest Region
TempusSalary not specified
Full Time
Junior (1 to 2 years)
Not SpecifiedCompensation
N/AExperience Level
N/AJob Type
Not SpecifiedVisa
N/AIndustries
Requirements
- Bachelor’s degree or equivalent experience
- 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
- 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
- Build and maintain strong internal and external relationships
Skills
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.
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