Advanced Sales Field Director

Pacific Life

Advanced Sales Field Director providing technical and marketing support to financial advisors at Pacific Life. Focused on estate planning, retirement, and business succession.

Posted 5/14/2026full-timeNewport Beach • California • 🇺🇸 United StatesLead💰 $180,000 - $190,000 per yearWebsite

About the role

Key responsibilities & 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

Requirements

What you’ll need

Bachelor's Degree
JD Degree
7+ 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
Ability to travel extensively

Benefits

Comp & perks

Health insurance
401k savings plan with company match and additional contribution
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
Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

advanced case designestate planningretirement planningbusiness successionexecutive benefitsfinancial underwriting guidelinesregulatory compliancemarketing materials developmentsales materials developmenteducational materials development

Soft Skills

verbal communicationwritten communicationpublic speakingpresentation skillscollaborationrelationship buildingconsultationengagementorganizational skillsadaptability

Certifications

Bachelor's DegreeJD Degree