Internal Wholesaler - Annuity
Pacific Life · Newport Beach, CA · 3 days ago
Business Development$67k/yrFull-time
About the role
This is a hybrid role with four days in the office and one day at home. As an Internal Wholesaler, you’ll move Pacific Life, and your career, forward by:
- 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.
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
The Experience You Bring:
- 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
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
Skills
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
Benefits
Your Benefits Start Day 1
- 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
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.