Internal Wholesaler - Annuity

Pacific Life • Newport Beach, NC

2d • Hybrid

About The Position

Pacific Life is hiring an Internal Wholesaler - Annuity for its team in Omaha, Nebraska; Newport Beach, California; or Charlotte, North Carolina. The role is hybrid, with four days in the office and one day at home. The Internal Wholesaler markets Pacific Life annuity and mutual fund products to existing and potential producers, using consultative sales skills to meet sales goals, maintain or grow market share, and increase division assets. The position also builds relationships with financial professionals in assigned regions and identifies opportunities to increase representative penetration and cross-sell products.

The role includes incentive compensation in addition to annual salary. Listed annual salaries are $67,000 for Internal Wholesaler I and $69,000 for Internal Wholesaler II in Omaha and Charlotte, and $71,000 for Internal Wholesaler I and $73,000 for Internal Wholesaler II in Newport Beach. Actual compensation depends on factors including experience, qualifications, and geographic location.

Pacific Life describes its workplace as supportive of employee wellbeing and diversity and inclusion. Benefits begin on the first day and include health and wellbeing offerings, paid time off, parental leave, adoption assistance, and retirement savings benefits.

Requirements

• FINRA SIE, Series 6 or 7, and Series 63 licenses.
• Minimum of 3 years of sales experience in a financial services environment.
• Undergraduate degree or equivalent financial industry experience.
• Self-motivated, goal-oriented sales professional.
• Ability to work in a fast-paced, changing environment.
• Excellent verbal and written communication skills.
• Flexible and professional demeanor.

Nice To Haves

• Sales experience with annuities and mutual funds is preferred.

Responsibilities

• Proactively market Pacific Life annuity and mutual fund products to existing and potential producers using consultative sales skills.
• Meet sales goals, maintain and/or grow market share, and raise division assets.
• Develop and maintain ongoing business relationships with financial professionals in assigned regions.
• Increase representative penetration and cross-sell multiple product lines.
• Identify sales opportunities and help advisors identify ideal clients for Pacific Life products.

Benefits

• Medical, dental, and vision coverage.
• Wellbeing Reimbursement Account for the employee or eligible dependents.
• Paid time off, holiday schedules, and Financial Planning Time Off.
• Paid parental leave.
• Adoption assistance program.
• Competitive 401(k) savings plan with company match and an additional company contribution regardless of participation.
• Incentive compensation in addition to annual salary.

What This Job Offers

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