Strategic Internal Account Manager - Annuities

Pacific Asset Management, LLC

Omaha (NE)

On-site

USD 94,000 - 114,000

Full time

3 days ago
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Benefits offered by this job

Benefits start Day 1
Paid time off
Parental Leave
Adoption Assistance
401k with company match

Job summary

Pacific Life is seeking an Internal Account Manager to join our Strategic Accounts team in Omaha, NE or Newport Beach, CA. You will partner with External Field Directors to grow annuity relationships, provide sales support, and coordinate across departments in a structured, regulated environment.

The role requires a four-year degree, FINRA SIE (or passing within 12 months), and strong relationship-building skills.

Qualifications

  • Four-year college degree; experience in financial services preferred.
  • FINRA SIE required or must pass within 12 months of filing with FINRA.
  • Strong communication and relationship development skills.

Responsibilities

  • Build and maintain relationships with distribution partners and clients.
  • Provide proactive product information and comprehensive sales support.
  • Act as liaison between distribution partners and internal departments (ops, tech, marketing, compliance).
  • Coordinate initiatives across teams to drive results in a fast-paced, regulated environment.

Skills

Relationship management
Sales support
Excel
PowerPoint
FINRA SIE knowledge

Education

Bachelor's degree or higher
Finance/Business-related degree preferred

Tools

Windows
Excel
Word
PowerPoint

Job description

Pacific Life is seeking an Internal Account Manager to join our Strategic Accounts team in Omaha, NE or Newport Beach, CA. You will partner with External Field Directors to grow annuity relationships, provide sales support, and coordinate across departments in a structured, regulated environment.

The role requires a four-year degree, FINRA SIE (or passing within 12 months), and strong relationship-building skills.

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