Field Director/Retirement Strategies Group
Pacific Life(2 months ago)
About this role
A senior role at Pacific Life focused on supporting the distribution of annuity products and advancing retirement planning education for financial professionals and clients. The position requires deep subject-matter expertise in retirement and tax rules and established industry credentials and licenses.
Required Skills
- Annuity Sales
- Retirement Planning
- Presentations
- Tax Knowledge
- Marketing Materials
- Communication
- Relationship Building
- Time Management
Qualifications
- Bachelor's Degree
- JD
- CPA
- CFP
- RICP
- FINRA Series 6
- FINRA Series 63
- State Life Insurance Licenses
About Pacific Life
pacificlife.comFor nearly 160 years, Pacific Life has helped millions of individuals and families with their financial needs through a wide range of life insurance products, annuities, and employee benefits, and offers a variety of investment products and services to individuals, businesses, and pension plans.
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