Field Wholesaler - Washington

Pacific Life•Washington, DC

1d•Hybrid

About The Position

Pacific Life is seeking a talented Field Wholesaler to join its Consumer Markets Division (CMD) to cover the Washington territory. The Consumer Markets Division focuses on creating retirement solutions for individuals, families, and businesses through product development, technology, service, and risk management, offering annuities and mutual funds. As a Field Wholesaler, you will be responsible for selling mutual funds, fixed and variable annuities across various channels (wirehouses, independent, and banks) within the assigned territory. This role is part of a larger team of 16 external wholesalers in the West Division, working alongside Internal and Field Wholesaling professionals. Your primary activities will include developing and maintaining relationships with financial professionals and key broker/dealers through face-to-face and virtual sales visits, as well as telephone calls. You will also introduce new products and represent CMD's core business lines at national, regional, and office broker/dealer sales meetings.

Requirements

Bachelor's Degree
5 or more years direct sales/marketing experience wholesaling variable and/or fixed annuities or mutual funds to wirehouses, banks, and broker/dealer community
Working knowledge of the Salesforce platform and other customary business software such as Outlook
Strong presentation skills
Ability to work independently
A track record of success
Outgoing, adaptive, goals-based individual with exceptional interpersonal communication skills
Series 6 or 7, 63, and Variable Contracts licenses required

Responsibilities

Engage with Financial Professionals from 3 major distribution channels, including Independent Planners, Banks and Wirehouse firms
Represent CMD's 3 core lines of business (Variable Annuities, Fixed Annuities and Mutual Funds)
Work as part of a team, in partnership with an Internal Wholesaler, other Field Wholesalers and Sales Management
Efficiently leverage wide array of business tools and resources
Sell mutual funds, fixed and variable annuities within all channels (wirehouses, independent, and banks) within the territory
Develop and maintain ongoing relationships with financial professionals and key broker/dealers within the region by making face-to-face and virtual sales visits as well as telephone calls
Introduce new products through established and new broker/dealers
Attend and speak at national, regional, and office broker/dealer sales meetings