- 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.
- 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
- LLM in Taxation, CPA, CLU, or ChFC
- 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
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Advanced Planning Consultant - Newport Beach, United States - Pacific Life
Description
Job 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:
At Pacific Life we are committed to a culture of belonging, a space where all employees are empowered to be authentic. One way we cultivate an inclusive culture is through our employee connection groups. The purpose of these employee-led groups is to offer a place to build community, connection, camaraderie, and a sense of belonging. Each group can be active in education, advocacy, recruitment, and community building throughout our organization. Learn more about our employee connection groups at
Want to learn more about life at Pacific Life? Take an inside look at our company culture:
#LI-AJ1
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.
$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.
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.
Advanced Planning Consultant professionals in Newport Beach
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Jam Forootan
Expert Bookkeeping and Financial Services