Field Director – Retirement Strategies Group

Job not on LinkedIn

November 19

🏈 Alabama – Remote

Although this job is listed in Alabama, this company may be open to hiring remote in other states.

🌽 Illinois – Remote

Although this job is listed in Illinois, this company may be open to hiring remote in other states.

+3 more states

🏈 Alabama – Remote 🌽 Illinois – Remote 🌾 Iowa – Remote 🐎 Kentucky – Remote 🚗 Michigan – Remote

💵 $175k - $195k / year

⏰ Full Time

🔴 Lead

👔 Director

🦅 H1B Visa Sponsor

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Pacific Life

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Finance • Insurance • Retirement

Pacific Life is a financial services company that offers a wide range of retirement and life insurance solutions. It provides annuities, life insurance, and workforce benefits designed to help individuals and institutions secure their financial futures. With nearly 160 years of experience and a strong commitment to customer trust, Pacific Life focuses on delivering stability and protection for its clients' families, businesses, and future goals. The company is dedicated to creating meaningful future outcomes through corporate social responsibility and innovative products.

1001 - 5000 employees

Founded 1868

💸 Finance

📋 Description

• 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.

🎯 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.

🏖️ Benefits

• Health and well-being prioritization 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