Internal Wholesaler
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 Wholesaler to join our Annuity Team in in Newport Beach, California.
Proactively market Pacific Life Annuity & Mutual Fund products to existing and potential producers using consultative sales skills to meet sales goals, maintain and/or grow market share and raise division assets.
Develop and maintain ongoing business relationships with financial professionals within their assigned region(s).
Increase rep penetration and cross-sell multiple product lines by identifying sales opportunities and help advisors identify ideal clients for our products.
To “Build Confidence for Generations.”
Some of the essential job duties include:
Achieves all assigned sales goals
Works towards mastering every aspect of the IW Sales process to be a consultative business partner to our clients
Attempts to turn every touch into a sales opportunity
Adds value to every call by identifying sales opportunities, such as identifying the ideal client for each of our products
Seeks out opportunities by prospecting and cross-selling
Region ownership/Accountable for success in their assigned region(s)
Follows up on commitments
Focus rep list execution
IW has a plan each day and executes to it
Has working knowledge of broker dealers, key competitors and industry/capital markets
Proactively manages the calendar in conjunction with the FW and Sales Associate
Achieves minimum activity levels as communicated by management
Identifies their own personal/professional development goals and creates a plan to work towards them
Engaged and available during agreed upon business hours based on geographic coverage needs
Adheres to Pacific Life Code of Conduct, as well as industry and regulatory agency guidelines.
Minimum Qualifications & Experience:
FINRA SIE, Series 6/7 and 63 License
Minimum 3 years of sales experience in a Financial Services environment, preferably with Annuities and Mutual Funds
Undergraduate degree or equivalent Financial Industry experience
Self-motivated, goal-oriented Sales Professional
Ability to work in a fast-paced, changing environment
Demonstrate excellent verbal and written communication skills
Flexible and professional demeanor
You can be who you are.
People come first here. We’re committed to an inclusive workforce. Learn more about how we create a welcoming work environment at www.pacificlife.com. What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.
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.
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
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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If you want to have a career doing purposeful work, surrounded by people you respect, this is the place to be. At Pacific Life, we pledge to give you the support, opportunities, and challenges to help you achieve your personal best, and in return,...
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