Internal Wholesaler - Life

About the role

We are actively seeking a talented Internal Wholesaler II to join our Life Insurance Sales Desk in Omaha, NE, Newport Beach, CA, and our new location in Charlotte, NC. As an Internal Wholesaler, you’ll move Pacific Life and your career forward by proactively marketing Pacific Life’s life insurance products and concepts to existing and potential financial professionals using consultative sales skills to meet sales goals, maintain and grow market share.

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 our financial professionals
• Adds value to every call by identifying sales opportunities, such as identifying the ideal client for each of our concepts
• Sets up and follows up on appointments with financial professionals
• Develops and maintains ongoing business relationships with financial professionals within assigned region(s)
• Increases advisor growth and cross-sells multiple product lines by identifying sales opportunities and helping advisors identify ideal clients for our products

Requirements

• 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

Qualifications

• 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

Skills

• Consultative selling skills
• Relationship-building and networking
• Product knowledge
• Financial planning
• Client identification and targeting

Benefits

• Base Pay Range: Omaha - $67,000 with a target amount of $88,300, Newport Beach - $71,000 with a target amount of $92,300, Charlotte - $77,000 with a target amount of $100,100
• 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
• 401(k) savings plan with company match and additional contributions

Pay

• Base Pay Range: Omaha - $67,000 with a target amount of $88,300, Newport Beach - $71,000 with a target amount of $92,300, Charlotte - $77,000 with a target amount of $100,100

Schedule

• Flexible schedule based on geographic coverage needs