Entry-Level Financial Sales Associate, Onsite Omaha

Pacific Life

Omaha (NE)

On-site

USD 71,635,000 - 75,933,000

Full time

14 days+
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Benefits offered by this job

Benefits start day 1: Medical, Dental,
PTO & holidays
Parental leave
401k with match

Job summary

Pacific Life in Omaha, NE is seeking Sales Associates for future opportunities, onsite four days per week to support our Consumer Markets Division (CMD) sales team. You will assist advisors with outbound prospecting calls, campaigns and appointments to specific Field/Internal Wholesaler teams, helping the CMD group grow its client base.

The role offers paid study time and mentorship to obtain FINRA SIE, Series 6/7, and Series 63, with the base hourly pay of $25.00 for level I and $26.50 for

Qualifications

  • Must be willing and able to obtain FINRA SIE, Series 6/7, and Series 63 within 90 days of starting.
  • Strong communication skills, both written and verbal.
  • Ability to build relationships over the phone.
  • Ability to prospect for leads and follow up on them.
  • Strong organizational skills.

Responsibilities

  • Assist advisors by providing support to the Wholesaling Teams.
  • Make outbound prospecting/cross-selling, campaign and appointment calls to advisors at the direction of specific Field Wholesaler/Internal Wholesaler teams.
  • Provide overall support to the department interns.
  • Shadow Internal Wholesalers to understand how to succeed in selling our products to clients.

Skills

FINRA licensing
Communication
Phone sales
Prospecting
Organization

Education

College degree

Tools

Outlook
Microsoft Word
Excel
Salesforce

Job description

Pacific Life in Omaha, NE is seeking Sales Associates for future opportunities, onsite four days per week to support our Consumer Markets Division (CMD) sales team. You will assist advisors with outbound prospecting calls, campaigns and appointments to specific Field/Internal Wholesaler teams, helping the CMD group grow its client base.

The role offers paid study time and mentorship to obtain FINRA SIE, Series 6/7, and Series 63, with the base hourly pay of $25.00 for level I and $26.50 for

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