Advanced Planning Consultant - Newport Beach, United States - Pacific Life

Pacific Life

Verified Company

Newport Beach, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience.

We're actively seeking a talented Advanced Planning Consultant to join our Advanced Designs team in Newport Beach, CA. This role can be on-site, hybrid or fully remote (depending on location).

The Advanced Planning Consultant provides technical and marketing support to financial advisors, professional advisors, field management and other support personnel in furtherance of advanced life insurance sales in the estate planning, retirement planning, business succession, and executive benefits markets.

How you will make an impact:

Provide exceptional advanced case design support to Pacific Life recruiters, financial advisors, and professional advisors in the areas of estate, retirement, business, and charitable planning.

Conduct phone or virtual consultations with Pacific Life recruiters, financial advisors and professional advisors.
Develop marketing, sales, and educational materials on advanced concepts in estate, retirement, business and charitable planning.
Present at internal and industry meetings, as well as deliver informal presentations during office visits or to study groups.
Develop strong relationships with Pacific Life recruiters and financial advisors.
Responsible for understanding Pacific Life's financial underwriting guidelines and rationale for such guidelines.
Stay abreast of any regulatory/legislative changes impacting our industry to ensure that our organization, distributors and sales personnel are well-informed
Execute additional tasks as assigned.
Ability to travel approximately 15% of the time.

The experience you will bring:

Bachelor's Degree
JD Degree
3+ years supporting advanced life insurance sales in the estate planning, retirement planning, business succession, and executive benefits markets.
Strong verbal and written communication skills, including public speaking and delivering engaging presentations
Strong collaboration skills with the ability to work effectively with the Advanced Designs team and across functional areas
Ability to communicate effectively with Pacific Life recruiters, financial advisors, and professional advisors such as attorneys and CPAs.
Knowledge and experience with software such as Crescendo and NumberCruncher

What will make you stand out:
LLM in Taxation, CPA, CLU, or ChFC

You belong at Pacific Life

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Base Pay Range:

$131, $160,160.00

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

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.