Internal Wholesaler - Annuity

About the role

This is a hybrid role with four days in the office and one day at home. The Internal Wholesaler - Annuity will move Pacific Life and your career forward by:

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 helping advisors identify ideal clients for our products.

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
• Able to work in a fast-paced, changing environment
• Demonstrate excellent verbal and written communication skills
• Flexible and professional demeanor

Qualifications

The Internal Wholesaler - Annuity position requires a bachelor's degree or equivalent experience in a financial services field. Additionally, candidates must possess a FINRA Series 6/7 and 63 license, and have a minimum of three years of sales experience in a financial services environment, preferably with annuities and mutual funds.

Skills

Consultative sales skills, ability to build and maintain relationships, cross-selling capabilities, and strong communication and interpersonal skills are essential for success in this role.

Benefits

• Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account
• 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
• A competitive 401(k) savings plan with company match and an additional contribution regardless of participation

Pay

• Base Pay Range:
  • Omaha Internal Wholesaler I - $67,000 with a target amount of $90,500
  • Omaha Internal Wholesaler II - $69,000 with a target amount of $100,000
  • Newport Beach Internal Wholesaler I - $71,000 with a target amount of $94,500
  • Newport Beach Internal Wholesaler II - $73,000 with a target amount of $104,000
  • Actively working on compensation for Charlotte Base Pay Range

Schedule

This is a hybrid role with four days in the office and one day at home.