Internal Wholesaler - Annuity
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. W e’re actively seeking a talented Internal Wholesaler - Annuity to join our team in our Newport Beach or Omaha office. As an Internal Wholesaler , you’ll be in a sales support role and play a key part in Pacific Life’s growth and long-term success by helping to drive sales results in partnership with an External Wholesaler . You will be responsible for developing marketing campaigns, driving sales results through Financial Advisor meeting follow-ups, and moving the sales process through proactive activity. You will be an extension of your External Wholesaler through messaging, sales follow-up cadence, and marketing campaigns with clients and prospects.
Requirements
- FINRA SIE, Series 6, and 63 licenses required
- Minimum of 2 years of experience in a Financial Services environment, preferably Annuities and Mutual Funds
- Previous Financial sales/marketing experience
- Strong verbal communication skills to educate and influence sales
- Strong organizational and time management skills
- Proficiency of Microsoft Outlook, Word, and Excel
Nice To Haves
- College degree preferred
Responsibilities
- Proactively marketing 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.
- Developing and maintaining ongoing business relationships with financial professionals within their assigned region(s).
- Increasing rep penetration and cross-selling multiple product lines by identifying sales opportunities and help advisors identify ideal clients for our products.
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
