Strategic Accounts Liaison Manager

Pacific Life Insurance; Omaha (NE); On-site; USD 94,000 - 114,000; Full time

Benefits offered by this job

Benefits start Day 1

Medical/Dental/Vision

Wellbeing Reimbursement Account

Paid Time Off

Holiday Schedule

Parental Leave

Adoption Assistance

401k with company match

Job summary

Pacific Life Insurance is seeking an Internal Account Manager to support our Strategic Accounts team in Newport Beach, CA or Omaha, NE. You will partner with Sales teams to provide proactive product information, resolve issues, and deliver sales support across multiple firms.

The role requires a four-year college degree, FINRA SIE and Series 6, and strong communication and relationship-building skills. Pacific Life emphasizes diversity and inclusion, with benefits starting Day 1.

Qualifications

• 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.

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

Sales support

Communication

Cross-team collaboration

Education

Bachelor's degree

Tools

Windows

Excel

Word

PowerPoint

Job description

Pacific Life Insurance is seeking an Internal Account Manager to support our Strategic Accounts team in Newport Beach, CA or Omaha, NE. You will partner with Sales teams to provide proactive product information, resolve issues, and deliver sales support across multiple firms.

The role requires a four-year college degree, FINRA SIE and Series 6, and strong communication and relationship-building skills. Pacific Life emphasizes diversity and inclusion, with benefits starting Day 1.