Field Wholesaler - AZ, Southern CO, NM & El Paso

Pacific Life; Phoenix (AZ); On-site; USD 72,000 - 88,000; Full time

Job summary

Pacific Life is seeking a Field Wholesaler to cover AZ, Southern CO, NM, and El Paso. You will sell mutual funds and fixed/variable annuities through wirehouses, banks, and broker/dealer channels, building relationships with financial professionals in the region.

Join a 16-person West Division team, work closely with an Internal Wholesaler, and attend national/regional broker/dealer meetings. Requires Series 6/7, 63, and Variable Contracts licenses and proven sales success.

Qualifications

• Bachelor's Degree required.
• 5+ years direct sales/marketing experience wholesaling variable and/or fixed annuities or mutual funds to wirehouses, banks, and broker/dealer community.
• Working knowledge of Salesforce and Outlook.
• Strong presentation skills and ability to work independently.
• Licenses: Series 6 or 7, 63, and Variable Contracts.
• Excellent interpersonal communication and relationship-building skills.

Responsibilities

• Engage with Financial Professionals from major distribution channels (Independent Planners, Banks, Wirehouses).
• Represent CMD's core lines of business (Variable Annuities, Fixed Annuities, Mutual Funds).
• Collaborate with Internal Wholesaler, other Field Wholesalers and Sales Management as part of a team.
• Leverage tools and resources to support sales activities and product introductions.
• Attend and contribute to broker/dealer sales meetings, both national and regional.

Skills

Sales experience

Financial services

Field wholesaling

Relationship building

Presentations

Salesforce

Outlook

Education

Bachelor's degree

Tools

Salesforce

Outlook

Job description

Job Description

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.

Job Description

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. That’s why we’re actively seeking a talented Field Wholesaler to join Pacific Life's Consumer Markets Division (CMD) to cover AZ, Southern CO, NM & El Paso territory. The Consumer Markets Division leverages its strengths in product development, technology, service, and risk management to create retirement solutions for individuals, families, and businesses. With the guidance of financial professionals, customers have access to an array of annuities and mutual funds designed to help grow assets and to provide retirement income for financial independence. As a Field Wholesaler you'll sell mutual funds, fixed and variable annuities within all channels (wirehouses, independent, and banks) within the territory. You will fill an existing role that sits on a team of 16 external wholesalers (West Division). Your colleagues will include both Internal and Field Wholesaling professionals. You'll develop and maintain ongoing relationships with financial professionals and key broker/dealers within the region by making face-to-face and virtual sales visits as well as telephone calls. You'll also introduce new products through established and new broker/dealers. Finally, you'll attend and speak at national, regional, and office broker/dealer sales meetings.

How You'll Help Move Us Forward

• Engage with Financial Professionals from 3 major distribution channels, including Independent Planners, Banks and Wirehouse firms
• Represent CMD's 3 core lines of business (Variable Annuities, Fixed Annuities and Mutual Funds)
• Work as part of a team, in partnership with an Internal Wholesaler, other Field Wholesalers and Sales Management
• Efficiently leverage wide array of business tools and resources

The Experience You Will Bring

• Bachelor's Degree
• 5 or more years direct sales/marketing experience wholesaling variable and/or fixed annuities or mutual funds to wirehouses, banks, and broker/dealer community
• Working knowledge of the Salesforce platform and other customary business software such as Outlook
• Strong presentation skills, the ability to work independently and a track record of success
• Outgoing, adaptive, goals-based individual with exceptional interpersonal communication skills
• Series 6 or 7, 63, and Variable Contracts licenses required

Compensation

Compensation for this role includes a base salary of $80,000, with commission and other incentive pay in addition to the base salary.

Base Pay Range

The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

Your Benefits Start Day 1

Your wellbeing is important to Pacific Life, and we’re committed to providing you with 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 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

You Can Be Who You Are

We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.

What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife

EEO Statement

Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.