Field Director, Strategic Accounts
Texas-Remote
Job Description:
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 a talented Field Director, Strategic Accounts to join our Strategic Accounts team.
The Field Director, Strategic Accounts is responsible for the active and ongoing development and management of Pacific Life’s strategic distribution partnerships. Management of assigned firms will be done through personal visits, strategic planning, event management and participation, and proactive calling. The candidate will coordinate strategy with home office and sales leadership at assigned firms, and act as a liaison between assigned firms and Pacific Life sales teams to maximize the sales of Pacific Life’s products. Must be team oriented with ability to work effectively with multiple internal departments within Pacific Life’s Consumer Markets Division.
How you'll help move us forward:
- Cultivate and maintain strong business relationships with key broker dealer partner firms
- Responsible for marketing Pacific Life strategies through travel to home offices, regional and national conferences, sales desks, and industry events
- Coordinate with internal Partner Solutions Strategic Accounts counterparts on new product approvals, marketing material submissions and approvals, partner sales data, and overall administration of assigned accounts
- Work with Pacific Life sales management to identify actionable sales opportunities at our partner firms
- Participate in home office discussions regarding competition, product development, sales and marketing strategy, and account management administration
- Manage budget and administration of assigned accounts and remote office location
- Significant travel required
The experience you bring:
- A four-year college degree is required
- Series 6 or 7, and 63 are required
- Minimum of 5-7 years of direct experience in the annuities/mutual fund industry with a focus on relationship management
- Industry designations a plus (ie: CFP, CRPC, CIMA, etc)
- Very strong verbal, presentation, and writing skills required
- Demonstrated skills in project management, decision making, and time management
Compensation:
The base pay for this position is $125,000. In addition, this role is eligible for commissions based on production.
#LI-CB1
Base Pay Range:
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. Also, most employees are eligible for additional incentive pay.
Your Benefits Start Day 1
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
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
EEO Statement:
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.
ApplyJob Profile
Travel required
Benefits/Perks401k savings plan with company match Adoption Assistance Adoption Assistance Program Benefits start day 1 Career with purpose Dental Financial Planning Time Off Flexible benefits Generous paid time off Holiday Schedules Incentive pay Medical Paid parental leave Paid Time Off Parental leave Start day 1 Vision Wellbeing Reimbursement Account
Tasks- Coordinate strategy with sales leadership
- Develop and manage strategic partnerships
- Development
- Manage budget and administration of accounts
- Participate in industry events
Annuities Decision making Financial Planning Insurance Leadership Life Insurance Marketing Presentation Product Development Project Management Relationship Management Sales Strategic planning Teams Time Management Verbal communication Writing
Experience5-7 years
EducationBachelor's degree College degree
CertificationsCFP CIMA CRPC Series 6 Series 63 Series 7
TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9