Job Description:
We’re actively seeking a talented Internal Account Manager to join our Strategic Accounts team in Newport Beach, CA or Omaha, NE.The Internal Account Manager – Annuities partners closely with one or more External Field Directors to grow and maintain relationships with distribution partners and clients from within the office, drive annuity sales, and support the sales lifecycle.
How you will make an impact:
- Utilize strong relationship management skills, provide proactive product information, resolve issues, and deliver comprehensive sales support.
- Serve as a dedicated resource to the Sales Teams, creating and maintaining firm specific tools and reference materials to enhance efficiency and effectiveness.
- Serve as a key liaison between distribution partner firms and internal departments, including operations, technology, marketing, compliance, and others, ensuring consistent communication and execution.
- Coordinates initiatives across teams by applying annuity expertise, strong stakeholder relationship management, and project management skills to drive results while managing multiple priorities in a fast-paced, regulated environment.
The experience you bring:
- Four-year college degree, with experience in financial services preferred.
- FINRA SIE, Series 6 required or must pass within 12 months of filing with FINRA.
- Must have good working knowledge of Windows, Excel, Word and PowerPoint.
- Strong communication and relationship development skills required
What makes you stand out:
- Flexible with the ability to multi-task and meet multiple deadlines in a fast-paced team-oriented environment.
- Self-motivated and enthusiastic individual with a passion for relationship development and support.
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Benefits start Day 1.
Your wellbeing is important. We’re committed to providing 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 a 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.
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.
$93,600.00 - $114,400.00
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
What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife
