Field Wholesaler

About the role

A Field Wholesaler is needed to cover the Utah territory for Pacific Life's Consumer Markets Division (CMD). This position involves selling mutual funds, fixed and variable annuities across various channels (wirehouses, independent, and banks) within the territory. The role requires developing and maintaining relationships with financial professionals and key broker/dealers.

Responsibilities

• Engage with financial professionals from three major distribution channels: Independent Planners, Banks, and Wirehouse firms
• Represent CMD's three core lines of business: Variable Annuities, Fixed Annuities, and Mutual Funds
• Work as part of a team, collaborating with an Internal Wholesaler, other Field Wholesalers, and Sales Management
• Leverage a wide array of business tools and resources to efficiently perform tasks

Requirements

• Bachelor's Degree
• 5 or more years of direct sales/marketing experience wholesaling variable and/or fixed annuities or mutual funds to wirehouses, banks, and broker/dealer community
• Working knowledge of the Salesforce platform and other customary business software such as Outlook
• Strong presentation skills, ability to work independently, and a track record of success
• Outgoing, adaptive, goals-based individual with exceptional interpersonal communication skills
• Series 6 or 7, 63, and Variable Contracts licenses required

Qualifications

• Experience in the insurance industry preferred
• Knowledge of retirement planning and investment strategies
• Ability to travel within the Utah territory as needed

Skills

• Excellent communication and interpersonal skills
• Ability to build and maintain strong client relationships
• Proficiency in using Salesforce and other business software
• Strong organizational and time management skills

Benefits

• Base salary of $80,000 with commission and other incentive pay
• Compensation structure includes a competitive 401(k) savings plan with company match
• Paid time off options including Paid Time Off, Holiday Schedules, and Financial Planning Time Off
• Paid parental leave and adoption assistance program
• Wellbeing reimbursement account for personal use

Pay

$80,000 base salary with additional commission and incentive pay

Schedule

Flexible schedule to accommodate travel and client interactions