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Internal Wholesaler - Annuity

Internal Wholesaler - Annuity

Pacific LifeNewport Coast, CA, US
30+ days ago
Job type
  • Full-time
Job description

Internal Wholesaler - Annuity

We're actively seeking a talented Internal Wholesaler - Annuity to join our team. This is a hybrid role out of our Newport Beach or Omaha office. As an Internal Wholesaler, you'll be in a sales support role and play a key part in Pacific Life's growth and long-term success by helping to drive sales results in partnership with an External Wholesaler. You will be responsible for developing marketing campaigns, driving sales results through Financial Advisor meeting follow-ups, and moving the sales process through proactive activity. You will be an extension of your External Wholesaler through messaging, sales follow-up cadence, and marketing campaigns with clients and prospects.

How you'll help move us forward :

  • 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 help advisors identify ideal clients for our products.

The experience you bring :

  • FINRA SIE, Series 6, and 63 licenses required
  • Minimum of 2 years of experience in a Financial Services environment, preferably Annuities and Mutual Funds
  • Previous Financial sales / marketing experience
  • Strong verbal communication skills to educate and influence sales
  • Strong organizational and time management skills
  • Proficiency of Microsoft Outlook, Word, and Excel

    • What makes you stand out :

  • College degree preferred

    • Compensation :

    The base pay for this role is $67,000. In addition, this role is eligible for incentives based on production. The total target annualized compensation (base plus incentives) is $90,500

    Your wellbeing is important. We're committed to providing flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.

  • Prioritization of your health and well-being including Medical, Dental, Vision, and a 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.

    • Your benefits start Day 1

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