Strategic Accounts Inside Sales Leader

Pacific Life; Newport Beach (CA); Presencial; USD 94.000 - 114.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, Dental, Vision

Wellbeing Reimbursement Account

PTO & Holidays

Paid Parental Leave

401k with company match

Descripción de la vacante

Pacific Life seeks an Internal Account Manager to join the Strategic Accounts team in Newport Beach, CA or Omaha, NE. You will support annuity sales, manage distribution partner relationships, and collaborate with multiple internal departments to drive sales lifecycle success.

Ideal candidates hold a four-year degree with financial services experience, FINRA SIE/Series 6, and strong MS Office skills. This role emphasizes multitasking in a fast-paced, regulated environment with a focus on

Formación

• Four-year college degree, with experience in financial services preferred.
• Must have good working knowledge of Windows, Excel, Word and PowerPoint.
• Strong communication and relationship development skills required

Responsabilidades

• 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.

Conocimientos

Relationship management

Microsoft Excel

PowerPoint

Communication skills

FINRA SIE

Series 6

Educación

Four-year college degree

Herramientas

Windows

Excel

Word

PowerPoint

Descripción del empleo

Pacific Life seeks an Internal Account Manager to join the Strategic Accounts team in Newport Beach, CA or Omaha, NE. You will support annuity sales, manage distribution partner relationships, and collaborate with multiple internal departments to drive sales lifecycle success.

Ideal candidates hold a four-year degree with financial services experience, FINRA SIE/Series 6, and strong MS Office skills. This role emphasizes multitasking in a fast-paced, regulated environment with a focus on