Internal Wholesaler - Life

About the role

Pacific Life is actively seeking an Internal Wholesaler II to join the Life Insurance Sales Desk in Omaha, NE, Newport Beach, CA, and a new location in Charlotte, NC. This position involves moving Pacific Life and your career forward by proactively marketing life insurance products and concepts to existing and potential financial professionals.

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 financial professionals
• Adds value to every call by identifying sales opportunities, such as identifying the ideal client for each of our concepts
• Develops and maintains ongoing business relationships with financial professionals within assigned regions
• Increases advisor growth and cross-sells multiple product lines by identifying sales opportunities
• Owns region success and accountable for meeting sales goals
• Farm team list execution
• Hosts virtual meetings with Advisors and/or POS
• Manages calendars in conjunction with the FW, Sales Associates or Schedule (as applicable)
• Consistently achieves minimum activity levels as communicated by leadership
• Identifies personal/professional development goals and creates and executes a plan to work towards them
• 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

Requirements

• FINRA SIE, Series 6/7 and 63 License (required within 90 days of hire)
• Minimum 3 years of sales experience in a Financial Services environment, preferably with a life insurance background
• Self-motivated, goal-oriented Sales Professional
• Able to work in a fast-paced, changing environment
• Excellent verbal and written communication skills
• Flexible and professional demeanor

Qualifications

• 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

Skills

• Consultative selling skills
• Product knowledge
• Relationship building
• Prospecting
• Financial planning
• Time management

Benefits

• Medical, Dental, Vision, and Wellbeing Reimbursement Account
• Paid Time Off, Holiday Schedules, and Financial Planning Time Off
• Paid Parental Leave and Adoption Assistance Program
• Competitive 401k savings plan with company match and an additional contribution regardless of participation

Pay

• Omaha Internal Wholesaler I - $67,000 with a target amount of $88,300
• Omaha Internal Wholesaler II - $73,000 with a target amount of $96,100
• Newport Beach Internal Wholesaler I - $71,000 with a target amount of $92,300
• Newport Beach Internal Wholesaler II - $77,000 with a target amount of $100,100
• Charlotte Internal Wholesaler - Base Pay Range under review

Schedule

• Base Pay Range noted represents the company's good faith minimum and maximum range for this role at the time of posting.
• The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications, and geographic location.