Internal Wholesaler - Annuity

Pacific Life • Omaha, NE

1d

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. We’re actively seeking a talented Internal Wholesaler to join our Annuity Team in in Omaha, Nebraska. Proactively market 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. Develop and maintain ongoing business relationships with financial professionals within their assigned region(s). Increase rep penetration and cross-sell multiple product lines by identifying sales opportunities and help advisors identify ideal clients for our products. To “Build Confidence for Generations.”

Requirements

• FINRA SIE, Series 6/7 and 63 License
• Minimum 3 years of sales experience in a Financial Services environment, preferably with Annuities and Mutual Funds
• Undergraduate degree or equivalent Financial Industry experience
• Self-motivated, goal-oriented Sales Professional
• Ability to work in a fast-paced, changing environment
• Demonstrate excellent verbal and written communication skills
• Flexible and professional demeanor

Responsibilities

• Achieves all assigned sales goals
• Works towards mastering every aspect of the IW Sales process to be a consultative business partner to our clients
• Attempts to turn every touch into a sales opportunity
• Adds value to every call by identifying sales opportunities, such as identifying the ideal client for each of our products
• Seeks out opportunities by prospecting and cross-selling
• Region ownership/Accountable for success in their assigned region(s)
• Follows up on commitments
• Focus rep list execution
• IW has a plan each day and executes to it
• Has working knowledge of broker dealers, key competitors and industry/capital markets
• Proactively manages the calendar in conjunction with the FW and Sales Associate
• Achieves minimum activity levels as communicated by management
• Identifies their own personal/professional development goals and creates a plan to work towards them
• Engaged and available during agreed upon business hours based on geographic coverage needs
• Adheres to Pacific Life Code of Conduct, as well as industry and regulatory agency guidelines.

Benefits

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