Hybrid Wholesaler

Pacific Life • Newport Beach, CA

20h • Hybrid

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. 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. That’s why we’re actively seeking a talented Field Wholesaler to join Pacific Life's Consumer Markets Division (CMD) to cover the West Virginia, Western PA and Upstate New York . As a Hybrid Wholesaler, you’ll proactively market Pacific Life products to existing and potential producers, independent of a traditional Field Wholesaler, using consultative sales skills to meet sales goals, maintain and/or grow market share and raise division assets. You will develop and maintain ongoing business relationships with financial advisors within their assigned territory. And finally, you will increase rep penetration and cross-sell multiple product lines by identifying sales opportunities and help advisors identify ideal clients for our products.

Requirements

• BA/BS required, emphasis on finance or economics preferred
• 3-5 years minimum relevant financial services experience
• SIE, Series 6 and/or 7 and 63 required
• Strong written, verbal and interpersonal communication skills
• Excellent listening, profiling and closing skills
• Strong work ethic and high integrity
• Sound judgment and business maturity
• Eager to employ and adapt to new technologies
• Self-starter and driven to succeed
• Team-oriented/relationship builder
• Highly coachable and driven for results
• Attention to detail
• Problem solver
• Critical, Big Picture Thinker
• Highly engaged and enthusiastic

Responsibilities

• Manage territory competitively to drive annual goals, with a focus on year-over-year sales growth and profitability. This includes, but is not limited to the following:
• Deliver product presentations to current and prospective financial advisors via telephone, webinars, go-to-meetings, office visits, group meetings, seminars and conferences.
• Build business with financial professionals in the designated district using a consultative sales process: Investment Consultant, Business Consultant and Retirement Consultant.
• Proactively position and differentiate PL Solutions and Strategies against competitor firms and products.
• Exhibit and maintain a strong fundamental knowledge of PL Solutions and current economic and market conditions.
• Create and execute to quarterly business plan.
• Communicate regularly and proactively to assigned Manager(s).
• Build and implement strategic travel rotation.
• Manage business and sales budget.

Benefits

• Prioritization of your health and well-being including Medical, Dental, Vision, and a 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level