Hybrid Internal Wholesaler – Annuity & Mutual Fund Sales

pacificlife; Parrog; Hybrid; GBP 53,000 - 83,000; Full time

Benefits offered by this job

Health insurance

Competitive 401k with match

Paid parental leave

Adoption assistance

Wellbeing reimbursement account

Paid time off

Job summary

Pacific Life Insurance Company is seeking an Internal Wholesaler - Annuity to join our team in Omaha, NE or Newport Beach, CA. This hybrid role with four days in the office and one day at home supports collaborative selling and relationship building.

As an Internal Wholesaler, you will market annuities and mutual funds, cultivate relationships with financial professionals, and identify opportunities to grow assets and cross-sell products.

Qualifications

• FINRA SIE, Series 6/7 and 63 licenses required.
• Minimum 3 years sales experience in Financial Services, preferably with annuities or mutual funds.
• Undergraduate degree or equivalent experience in finance.
• Self-motivated, goal-oriented sales professional with ability to work in a fast-paced environment.
• Strong verbal and written communication skills.

Responsibilities

• Proactively market Pacific Life Annuity and 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.

Skills

FINRA SIE

Series 6/7 & 63

Sales experience

Bachelor's degree

Communication skills

Adaptability

Education

Bachelor's degree

Job description

Pacific Life Insurance Company is seeking an Internal Wholesaler - Annuity to join our team in Omaha, NE or Newport Beach, CA. This hybrid role with four days in the office and one day at home supports collaborative selling and relationship building.

As an Internal Wholesaler, you will market annuities and mutual funds, cultivate relationships with financial professionals, and identify opportunities to grow assets and cross-sell products.