Field Wholesaler - Annuities & Funds (West Ohio)

Pacific Life

Cleveland (OH)

On-site

USD 72,000 - 88,000

Full time

10 days ago

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Benefits offered by this job

Medical, Dental, Vision

Paid Time Off

401k with company match

Parental Leave

Job summary

Pacific Life seeks a Field Wholesaler to cover Western Ohio in the Consumer Markets Division. You will sell variable and fixed annuities, RILA, and mutual funds to Independent, Banks, and Wirehouses, building relationships and introducing new products through broker/dealer partners.

You will collaborate with internal teams, attend broker meetings, and leverage resources to grow assets and retirement solutions for clients.

Qualifications

Bachelor's Degree required.
5+ years direct sales/marketing experience wholesaling variable and/or fixed annuities or mutual funds to Wirehouses, Banks, and Independent broker/dealer community.
Series 6 or 7, 63, and Variable Contracts licenses required.
Strong presentation skills and ability to work independently with a track record of success.
Outgoing, adaptive, goals-based with exceptional interpersonal communication skills.
Working knowledge of Salesforce and other customary business software.

Responsibilities

Engage with Financial Professionals from Independent Planners, Banks and Wirehouse firms.
Represent CMD's core lines of business: Variable Annuities/RILA, Fixed Annuities and Mutual Funds.
Collaborate with Internal Wholesaler, other Field Wholesalers and Sales Management.
Attend and speak at national, regional, and office broker/dealer meetings.
Utilize a wide array of business tools and resources.