Job Title
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.
The experience you will bring : 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.
What will make you stand out : Exceptional presentation and communication skills, with the ability to engage both individuals and groups. Strong ability to prioritize and manage competing tasks in a fast-paced environment. Proven success executing multiple initiatives simultaneously with high attention to detail. Demonstrated ability to build and maintain strong internal and external relationships. Compensation is $175,000 - $195,000 + quarterly and annual bonuses.
Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.
Pacific Life Insurance Company is an Equal Opportunity / Affirmative Action Employer, M / F / D / V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
Field • Detroit, MI, US