Field Wholesaler - Iowa

Pacific Life•Iowa-Remote, IA

22h•Remote

About The Position

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. 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. That’s why we’re actively seeking a talented Field Wholesaler to join Pacific Life's Consumer Markets Division (CMD) to cover the Iowa territory. The Consumer Markets Division leverages its strengths in product development, technology, service, and risk management to create retirement solutions for individuals, families, and businesses. With the guidance of financial professionals, customers have access to an array of annuities and mutual funds designed to help grow assets and to provide retirement income for financial independence. As a Field Wholesaler you'll sell mutual funds, fixed and variable annuities within all channels (wirehouses, independent, and banks) within the territory. You will fill an existing role that sits on a team of 16 external wholesalers (West Division). Your colleagues will include both Internal and Field Wholesaling professionals. You'll 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. You'll also introduce new products through established and new broker/dealers. Finally, you'll attend and speak 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, the ability to work independently and 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
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.