Internal Account Manager - Annuities

Job Description:

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.
We’re actively seeking two talented Internal Account Managers - Annuities to join our Strategic Accounts team in Newport Beach, CA or Omaha, NE.
As an Internal Account Manager - Annuities, you’ll play a key role in Pacific Life’s growth and long-term success by partnering 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. This role applies strong relationship management skills, provides proactive product information, resolves issues, and delivers comprehensive sales support. The Internal Account Manager serves as a dedicated resource to the Sales Teams, creating and maintaining firm specific tools to enhance efficiency and effectiveness. The Internal Account Manager also serves as a key liaison between distribution partner firms and internal departments, including operations, marketing, underwriting, and compliance, ensuring consistent communication and execution.

Serving as a central point of coordination, the role requires annuity knowledge, relationship and project management capabilities, and the ability to manage multiple priorities in a fast-paced, regulated environment.

How you'll help move us forward:

• Provide sales and marketing support to field partner(s) and complete projects for partners and Broker Dealer firms to support relationships and grow sales.

• Develop BD relationships and obtain results by proactive communication, seek approvals and promotion of annuity and mutual fund products, report and presentation preparation and distribution, manage BD inquiries and problem resolution within Strategic Accounts and other departments, seek opportunities for Pacific Life at BD firms to promote tools and materials.

• Answer BD level questions on product and marketing material approval and availability, provide knowledge of BD systems, producer information and competition.  Create Sales Team communications on BD related developments and updating of resources (internal grids, systems) to support Sales Team sales and activity efforts.  

The experience you bring:

• Four-year college degree, with experience in financial services preferred.

• FINRA SIE, Series 6 required or must pass within 90 days of filing with FINRA.

• Must have good working knowledge of Windows, Excel, Word and PowerPoint.

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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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You can be who you are.

People come first here. We’re committed to an inclusive workforce. Learn more about how we create a welcoming work environment at www.pacificlife.com. What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife

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.

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.