Director Strategic Partnerships

Pacific Life   •  

Foothill Ranch, CA

Industry: Accounting, Finance & Insurance

  •  

5 - 7 years

Posted 37 days ago

Job Description

The Director, Strategic Partnerships is responsible for the active and ongoing development and management of Pacific Life’s strategic distributionpartnerships in the Retirement Solutions Division. 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 Retirement Solutions Division.

Essential Responsibilities:

  • 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. (50%)
  • Coordinate with internal Partner Solutions counterparts on new product approvals, marketing material submissions and approvals, partner sales data, and overall administration of assigned accounts. (15%)
  • Work with Pacific Life sales management to identify and execute actionable sales opportunities at our partner firms. (15%)
  • Participate in Pacific Life home office discussions regarding competition, product development, sales and marketing strategy, and account management administration. (10%)
  • Manage budget and administration of assigned accounts and remote office location. (10%)

Qualifications:
 

  • A four-year college degree is required.
  • Series 6 or 7, and 63 required.
  • Minimum of 5 years of direct experience in the annuities/mutual fund industry with a focus on relationship management.
  • Industry designations a plus (i.e.: CFP, CRPC, CIMA, etc.).
  • Very strong verbal, presentation, and writing skills required. Demonstrated skills in project management, decision making, and time management.
  • Significant travelrequired.
     

About Pacific Life

Celebrating 150 years of service in 2018, Pacific Life offers life insurance, annuities, and mutual funds, along with a variety of investment products and services, all of which provide The Power to Help You Succeed. We firmly believe each employee plays a part in our continued growth and success, and we pride ourselves in providing a work environment that is challenging, inclusive, collaborative, and results-oriented. With a powerful past and a strong future, Pacific Life offers an environment where you’re empowered to achieve your personal best. In return, we look to your passion and insight to help us grow.

Full Time / Part Time

full time

Benefits

Join the Pacific Life team and watch your career grow! We offer a competitive compensation and benefits package that includes: • Competitive salary and bonus program • Medical, dental, and vision as part our commitment in investing in the health and wellbeing of our employees • Two retirement savings plans: 401k savings plan with company match and Company Retirement Contribution (company-paid) • Generous vacation time and holiday pay • And much more!

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.