Internal Account Manager - Annuities

Pacific Life

3d

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. Why? 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 two talented Internal Account Managers - Annuities to join our Strategic Accounts team in Newport Beach, CA or Omaha, NE. As an Internal Account Manager - Annuities, you’ll play a key role in Pacific Life’s growth and long-term success by partnering closely with one or more External Field Directors to grow and maintain relationships with distribution partners and clients from within the office, drive annuity sales, and support the sales lifecycle. This role applies strong relationship management skills, provides proactive product information, resolves issues, and delivers comprehensive sales support. The Internal Account Manager serves as a dedicated resource to the Sales Teams, creating and maintaining firm specific tools to enhance efficiency and effectiveness. The Internal Account Manager also serves as a key liaison between distribution partner firms and internal departments, including operations, marketing, underwriting, and compliance, ensuring consistent communication and execution. Serving as a central point of coordination, the role requires annuity knowledge, relationship and project management capabilities, and the ability to manage multiple priorities in a fast-paced, regulated environment.

Requirements

• Four-year college degree, with experience in financial services preferred.
• FINRA SIE, Series 6 required or must pass within 90 days of filing with FINRA.
• Must have good working knowledge of Windows, Excel, Word and PowerPoint.

Nice To Haves

• Flexible with the ability to multi-task and meet multiple deadlines in a fast-paced team-oriented environment.
• Self-motivated and enthusiastic individual with a passion for relationship development and support.

Responsibilities

• Provide sales and marketing support to field partner(s) and complete projects for partners and Broker Dealer firms to support relationships and grow sales.
• Develop BD relationships and obtain results by proactive communication, seek approvals and promotion of annuity and mutual fund products, report and presentation preparation and distribution, manage BD inquiries and problem resolution within Strategic Accounts and other departments, seek opportunities for Pacific Life at BD firms to promote tools and materials.
• Answer BD level questions on product and marketing material approval and availability, provide knowledge of BD systems, producer information and competition.
• Create Sales Team communications on BD related developments and updating of resources (internal grids, systems) to support Sales Team sales and activity efforts.

Benefits

• Prioritization of your health and well-being including Medical, Dental, Vision, and a 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees