Advanced Sales Field Director

Providing for loved ones, planning rewarding retirements, and saving for what lies ahead – our policyholders count on us to be there when it matters most. We collaborate and innovate to transform the entire industry for the better because it’s the right thing to do.
Role Overview We’re actively seeking a talented Advanced Sales Field Director to join our Advanced Designs team in Newport Beach, CA. This role can be hybrid or fully remote (depending on location). The Advanced Sales Director provides technical and marketing support to financial advisors, professional advisors, field management, and other support personnel in furtherance of advanced life insurance sales in the estate planning, retirement planning, business succession, and executive benefits markets.
Responsibilities 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 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 recruiters and financial advisors.
Understand Pacific Life’s financial underwriting guidelines and the rationale behind them.
Stay abreast of regulatory/legislative changes impacting the industry to ensure that the organization, distributors, and sales personnel are well‑informed.
Execute additional tasks as assigned.
Qualifications Bachelor’s Degree or JD Degree.
7+ years supporting advanced life insurance sales in 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 and the ability to work effectively with cross‑functional teams.
Ability to communicate effectively with recruiters, financial advisors, and professional advisors such as attorneys and CPAs.
Ability to travel extensively.
What Makes You Stand Out LLM in Taxation, CPA, CLU, or ChFC.
Base Salary & Incentives The base salary for this position is $180,000 – $190,000, with eligibility for incentives based on sales performance. The actual compensation offered will depend on experience, qualifications, and geographic location.
Benefits Health and wellness benefits (Medical, Dental, Vision, and Wellbeing Reimbursement Account).
Generous paid time off options including PTO, holiday schedules, and financial planning time off.
Parental leave and adoption assistance program.
Competitive 401(k) savings plan with company match and an additional contribution regardless of participation.
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.

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