Westchester

Pacific Life•New York, NY

7d•Hybrid

About The Position

Pacific Life is actively seeking a talented Field Wholesaler to join Pacific Life's Consumer Markets Division (CMD) to cover the NY Metro Territory – Brooklyn/Bronx/Westchester. As a Field Wholesaler you'll sell RILA, variable & fixed annuities, and mutual funds to all channels (Independent, Banks, & Wirehouses) within the territory. Your colleagues will include both Internal and Field Wholesaling professionals. You'll develop and maintain ongoing relationships with financial professionals and key broker/dealer s within the region via face-to-face and virtual sales visits. You'll also introduce new products through established and new broker/dealer partners. Finally, you'll attend and speak at national, regional, and office broker/dealer sales meetings. 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.

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 Independent broker/dealer community
Working knowledge of the Salesforce platform and other customary business software.
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/RILA, 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/dealer s within the region via face-to-face and virtual sales visits
Introduce new products through established and new broker/dealer partners
Attend and speak at national, regional, and office broker/dealer sales meetings

Benefits

Medical
Dental
Vision
Wellbeing Reimbursement Account
Paid Time Off
Holiday Schedules
Financial Planning Time Off
Paid Parental Leave
Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation