Strategic Accounts Internal Account Manager

Pacific Life; Newport Beach (CA); On-site; USD 94,000 - 114,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Wellbeing Reimbursement Account

PTO & Holidays

Paid Parental Leave

401k with company match

Job summary

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

Qualifications

• 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

Responsibilities

• 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.

Skills

Relationship management

Microsoft Excel

PowerPoint

Communication skills

FINRA SIE

Series 6

Education

Four-year college degree

Tools

Windows

Excel

Word

PowerPoint

Job description

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 a talented Internal Account Manager to join our Strategic Accounts team in Newport Beach, CA or Omaha, NE. The Internal Account Manager - Annuities partners 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.

How you will make an impact:

• 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.

The experience you bring:

• Four-year college degree, with experience in financial services preferred.
• FINRA SIE, Series 6 required or must pass within 12 months of filing with FINRA.
• Must have good working knowledge of Windows, Excel, Word and PowerPoint.
• Strong communication and relationship development skills required

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.

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.

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.

$93,600.00 - $114,400.00

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

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.