Field Director/Retirement Strategies Group
Job Description: How you will make an impact: Partner with field wholesalers in an assigned region to promote the sales and marketing of Pacific Life ’s annuity products. Deliver presentations on a wide range of retirement planning topics, including Social Security, IRA distribution rules, and tax considerations related to both qualified and non-qualified retirement plans. Draft presentations, marketing collateral, and educational materials to support continuing education programs and client events. Conduct presentations for clients and financial professionals, clearly communicating complex planning strategies in an accessible and compelling manner. The experience you will bring: Bachelor’s degree or equivalent experience and one of the following professional designations: JD, CPA, CFP, or RICP 10+ years of experience in annuity sales. Deep understanding of tax rules governing IRAs, qualified plans, and non-qualified annuities. 10+ years of experience in retirement asset accumulation,