Neo Remote Jobs
Full Time

Field Director/Retirement Strategies Group

at Pacific Life

🌍 Remote 📅 Posted Apr 10, 2026

Quick Summary

Join Pacific Life as a Field Director, where you'll drive annuity sales and educate financial professionals on retirement strategies. This remote role offers a chance to make a significant impact by delivering compelling presentations and building strong relationships within a supportive and inclusive environment. If you're passionate about retirement planning and possess excellent communication skills, this could be your next career move.

Key Responsibilities

  • Partner with field wholesalers to promote the sales and marketing of Pacific Life's annuity products within an assigned region.
  • Deliver presentations on retirement planning topics, including Social Security, IRA distribution rules, and tax considerations.
  • Draft presentations, marketing collateral, and educational materials for continuing education programs and client events.
  • Conduct presentations for clients and financial professionals, clearly communicating complex planning strategies.

Requirements

  • Bachelor’s degree or equivalent experience and a JD, CPA, CFP, or RICP designation.
  • 10+ years of experience in annuity sales, with a 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.

Benefits

  • Competitive compensation ranging from $175,000 - $195,000, plus quarterly and annual bonus potential.
  • Comprehensive benefits package including Medical, Dental, Vision, Wellbeing Reimbursement Account and generous paid time off.
  • Competitive 401k savings plan with company match and an additional contribution.

Required Skills

Annuities Retirement Planning IRA Distribution Rules Tax Considerations Qualified Plans Non-Qualified Annuities FINRA Series 6 FINRA Series 63 Presentation Skills Communication Skills

Estimated Salary Range for Field Director/Retirement Strategies Group in Remote

BELOW AVERAGE
< $110k/yr
✨
AVERAGE RANGE
$110k - $130k
/year
ABOVE AVERAGE
> $130k/yr

đź’ˇ Salary estimates based on aggregated data from public sources. Actual salaries may vary.

Job Description

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+ yearsof experience in annuity sales. Deep understanding of tax rules governing IRAs, qualified plans, and non-qualified annuities. 10+ yearsof experience in retirement asset accumulation, retirement income education, and small business planning. ActiveFINRA Series 6 & 63licenses and applicablestate life insurance licenses. What will make you stand out: 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. Compensation is $175,000 - $195,000 + quarterly and annual bonuses You can be who you are. We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife 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 You Can Be Who You Are We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife 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. Originally posted on Himalayas

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