Advanced Life Insurance Sales Director

3 weeks ago

Newport Beach, California, United States Pacific Life Full time

We're seeking a talented Advanced Sales Field Director to join our Advanced Designs team in Newport Beach, CA. This role can be on-site, 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.

Key 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.

Requirements:

  • Bachelor's Degree
  • 7+ years supporting advanced life insurance sales in the estate planning, retirement planning, business succession, and executive benefits markets.
  • Ability to communicate effectively with Pacific Life recruiters, financial advisors, and professional advisors such as attorneys and CPAs.
  • Ability to travel extensively


Learn more about how we create a welcoming work environment through Diversity, Equity, and Inclusion at What's life like at Pacific Life? In addition, this role is eligible for incentives based on sales performance.

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.

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

Paid Time Off, Holiday Schedules, and Financial Planning Time Off

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.

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