Pacific Life · 2 weeks ago
Field Director/Retirement Strategies Group
Greater Dothan
Full-time
Onsite
Senior Level, Lead/Staff
$175K/yr - $195K/yr
10+ years expPacific Life is a prominent insurance company seeking a Field Director for their Retirement Strategies Group. The role involves partnering with field wholesalers to promote annuity products, delivering presentations on retirement planning, and creating marketing materials to support educational programs.
FinanceFinancial ServicesInsurance
Responsibilities
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
Qualification
Required
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, retirement income education, and small business planning
Active FINRA Series 6 & 63 licenses and applicable state life insurance licenses
Preferred
Exceptional presentation and communication skills, with the ability to engage both individuals and groups
Strong ability to prioritize and manage competing tasks in a fast-paced environment
Proven success executing multiple initiatives simultaneously with high attention to detail
Demonstrated ability to build and maintain strong internal and external relationships
Benefits
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
Company
Pacific Life
Pacific Life Insurance is an insurance company that provides life insurance products, annuities, and mutual funds.
1001-5000 employees
H1B Sponsorship
Pacific Life has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (14)
2024 (9)
2023 (16)
2022 (19)
2021 (14)
2020 (17)
Funding
Current Stage
Late StageTotal Funding
$1.44B2025-09-03Debt Financing· $750M
2025-06-18Debt Financing· $688.57M
Leadership Team
Howard Hirakawa
Senior Vice President, Fund Advisor Operations
Joe Krum
Senior Vice President & Managing Director, Global Institutional Investment Group
Recent News
Private Capital Journal
2025-12-05
2025-11-22
Company data provided by crunchbase