Jobs · Business Development · California

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.

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