DC Plan Expert

6 days ago


Omaha, Nebraska, United States Pacific Life Full time
About the Role

We are seeking a highly skilled Defined Contribution Strategist to join our team at Pacific Life. As a key member of our Defined Contribution Lifetime Income (DCLI) team, you will play a critical role in driving the growth and success of our business.

Key Responsibilities
  • Collaborate with clients and product managers to design and implement defined contribution lifetime income solutions that meet the needs and objectives of retirement plans.
  • Contribute to the development of business plans and strategies for the DCLI offering, identifying opportunities for growth and innovation.
  • Work closely with internal stakeholders and external partners to identify and coordinate potential solution strategy opportunities with our retail business.
  • Collaborate with the DCLI product marketer on product strategy and audience messaging, ensuring alignment with our overall business goals.
  • Develop and maintain strong relationships with clients, internal stakeholders, and external partners to drive business growth and success.
  • Stay up-to-date with industry trends, emerging technologies, and regulatory changes that impact the insurance landscape, applying this knowledge to drive innovation and growth.
  • Participate in client-facing meetings, acting as a subject matter expert and supporting the national markets team in their distribution efforts.
  • Monitor the competitive landscape and provide insights to inform business decisions and drive growth.
  • Conduct sales training to build internal awareness of lifetime income solutions available within defined contribution plans.
  • Partner with the DCLI product team to monitor product performance, conduct internal reviews, and make recommendations for roadmap changes as needed.
  • Design and execute participant communication tactics to increase understanding of retirement plan benefits and support informed decisions throughout the retirement journey.
Requirements
  • Bachelor's degree in marketing, business, economics, or a related field.
  • 10+ years of experience in defined contribution plans, with a strong understanding of lifetime income product types and competitor landscape.
  • FINRA Series 6 & 63, with a state life and health license preferred.
  • Proven history of building and maintaining strong relationships with internal and external stakeholders.
  • Ability to influence, partner, and collaborate with divisional stakeholders.
  • Strong desire for collaboration and a demonstrated ability to think creatively.
  • Strong interpersonal skills and the ability to operate in ambiguity.
  • Deep knowledge of DC plans, lifetime income product types, and competitor landscape.
  • Agile mindset and the ability to demonstrate results in a start-up environment.
  • Compelling presentation skills.
  • Finance background, with an ability to create proof of concept, create business cases, and understand pricing and profitability.
  • Desire to stay up-to-date with DCLI industry trends, emerging technologies, and regulatory changes that impact the insurance landscape.
  • Experience with retirement plan advisors, consultants, plan sponsors, and plan administrators.
  • Current participation in industry organizations (e.g., DCIIA, ALI, etc.).
  • Ability to travel 15-25% of the time.


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