Job Description:
We’re actively seeking a talented Advanced Sales Field Director to join our Advanced Designs team in Newport Beach, CA. This role can be hybrid or fully remote (depending on location).
The Advanced Sales Director provides technical and marketing support to financial advisors, professional advisors, field management and other support personnel in furtherance of advanced life insurance sales in the estate planning, retirement planning, business succession, and executive benefits markets.
How you'll help us move forward:
- Provide exceptional advanced case design support to Pacific Life recruiters, financial advisors, and professional advisors in the areas of estate, retirement, business, and charitable planning.
- Conduct phone or virtual consultations with Pacific Life recruiters, financial advisors and professional advisors.
- Develop marketing, sales, and educational materials on advanced concepts in estate, retirement, business and charitable planning.
- Present at internal and industry meetings, as well as deliver informal presentations during office visits or to study groups.
- Develop strong relationships with Pacific Life recruiters and financial advisors.
- Responsible for understanding Pacific Life's financial underwriting guidelines and rationale for such guidelines.
- Stay abreast of any regulatory/legislative changes impacting our industry to ensure that our organization, distributors and sales personnel are well-informed
- Execute additional tasks as assigned.
The experience you bring:
- Bachelor's Degree
- JD Degree
- 7+ years supporting advanced life insurance sales in the estate planning, retirement planning, business succession, and executive benefits markets.
- Strong verbal and written communication skills, including public speaking and delivering engaging presentations
- Strong collaboration skills with the ability to work effectively with the Advanced Designs team and across functional areas
- Ability to communicate effectively with Pacific Life recruiters, financial advisors, and professional advisors such as attorneys and CPAs.
- Ability to travel extensively
What makes you stand out:
- LLM in Taxation, CPA, CLU, or ChFC
You can be who you are.
People come first here. We’re committed to an inclusive workforce. Learn more about how we create a welcoming work environment at www.pacificlife.com. What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.
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The base salary for this position is $180,000 - $190,000. In addition, this role is eligible for incentives based on sales performance.
Base Pay Range:
The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
Your Benefits Start Day 1
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.
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
You Can Be Who You Are
We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.
What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife
