Internal Wholesaler - Life

About the role

Pacific Life is actively seeking an Internal Wholesaler II to join our Life Insurance Sales Desk in Omaha, NE, Newport Beach, CA, and 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
• Master 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 targets
• 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)
• 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
• Ability 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
• Goal setting
• Time management

Benefits

• Base Pay Range: Omaha - $67,000, Newport Beach - $71,000, Charlotte - $77,000
• Comprehensive benefits package including medical, dental, vision, and wellbeing reimbursement account
• Paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
• Paid parental leave and adoption assistance program
• Competitive 401(k) savings plan with company match and additional contributions

Pay

• Base Pay Range: Omaha - $67,000, Newport Beach - $71,000, Charlotte - $77,000

Schedule

• Flexible schedule based on geographic coverage needs

Company Information

Pacific Life is the #1 Life Insurance Carrier in the country. It's a career with purpose where you have the support, balance, and resources to make a positive impact on the future – including your own. We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners, and communities. We support all employees to thrive and achieve their fullest potential.