Advanced Designs Field Director

Pacific Life • Newport Beach, CA

2d • Hybrid

About The Position

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Advanced Sales Field Director to join our Advanced Designs team in Newport Beach, CA. This role can be on-site 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.

Requirements

• 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

Nice To Haves

• LLM in Taxation, CPA, CLU, or ChFC

Responsibilities

• 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.

Benefits

• Medical
• Dental
• Vision
• Wellbeing Reimbursement Account
• Paid Time Off
• Holiday Schedules
• Financial Planning Time Off
• Paid Parental Leave
• Adoption Assistance Program
• Competitive 401k savings plan with company match and an additional contribution regardless of participation

What This Job Offers

• Job Type: Full-time
• Career Level: Senior