Internal Wholesaler - Life

Pacific Life•Newport Beach, CA

1d•$73,000 - $98,800

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 II to join our Life Insurance Sales Desk in Omaha, NE and Newport Beach, CA. As an Internal Wholesaler, you’ll move Pacific Life and your career, forward by proactively marketing Pacific Life’s life insurance products and concepts to existing and potential financial professionals using consultative sales skills to meet sales goals, maintain and grow market share. You will develop and maintain ongoing business relationships with financial professionals within assigned region(s) Additionally, increase advisor growth and cross-sell multiple product lines by identifying sales opportunities and help advisors identify ideal clients for our products. How you’ll help move us forward:

Requirements

Expert level territory management
Higher level relationship-building and networking skills
In-depth concept and product and illustration knowledge
Viewed as a resource within the team/channel
Actively participates in department initiatives
Promotes Pacific Life culture
Sought out by other IWs to help them improve IW skills/mentorship
Demonstrates self-awareness and professionalism
Displays initiative

Nice To Haves

FINRA SIE, Series 6/7 and 63 License
Minimum 3 years of sales experience in a Financial Services environment, preferably with a life insurance background
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

Works to achieve all assigned territory sales goals
Works towards mastering every aspect of the IW Sales process to be a consultative business partner to our financial professionals
Attempts to turn every touch into a sales opportunity or enhancing the field relationship
Adds value to every call by identifying sales opportunities, such as identifying the ideal client for each of our concepts
Seeks out opportunities through relationship building and prospecting
Region ownership/Accountable for success in their assigned region(s)
Follows up on commitments, illustrations and informal cases
Farm team list execution
Ability to host their own virtual meetings with Advisors and/or POS
Actively helps managing calendars in conjunction with the FW, Sales Associates or Schedule (as applicable)
Consistently achieves minimum activity levels as communicated by leadership
Identifies their own personal/professional development goals and creates and executes 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

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