Field Wholesaler: Annuities & Mutual Funds – Western Ohio

Pacific Asset Management, LLC; Kentucky; On-site; USD 72,000 - 88,000; Full time

Benefits offered by this job

Medical/Dental/Vision benefits

Paid time off and holidays

Parental leave

Job summary

Pacific Life Insurance Company seeks an experienced Field Wholesaler to cover Western Ohio, selling Variable and Fixed Annuities, RILA, and Mutual Funds through Independent, Banks and Wirehouses. You will build relationships with financial professionals and broker/dealers, present new products, and participate in national and regional sales meetings.

Role requires a Bachelor’s degree and 5+ years of direct sales in annuities or mutual funds, plus Series 6/7, 63 and Variable Contracts licenses.

Qualifications

• Bachelor’s degree required with 5+ years of direct sales/marketing experience wholesaling variable and/or fixed annuities or mutual funds to Wirehouses, Banks and Independent broker/dealer community.
• Strong presentation and interpersonal communication skills, ability to work independently and achieve targets.
• Familiarity with Salesforce and standard business software; Series 6/7, 63 and Variable Contracts licenses required.

Responsibilities

• Engage with Financial Professionals across Independent Planners, Banks and Wirehouse channels.
• 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 broker/dealer meetings.

Skills

Presentation skills

Interpersonal communication

Independent work

Education

Bachelor’s Degree

Tools

Salesforce

Job description

Pacific Life Insurance Company seeks an experienced Field Wholesaler to cover Western Ohio, selling Variable and Fixed Annuities, RILA, and Mutual Funds through Independent, Banks and Wirehouses. You will build relationships with financial professionals and broker/dealers, present new products, and participate in national and regional sales meetings.

Role requires a Bachelor’s degree and 5+ years of direct sales in annuities or mutual funds, plus Series 6/7, 63 and Variable Contracts licenses.