Field Wholesaler - Washington

Pacific Life; United States; Remote; USD 72,000 - 88,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Paid time off

Paid parental leave

401k with match

Job summary

Pacific Life is hiring a Field Wholesaler to cover the Washington territory within the Consumer Markets Division. You will sell mutual funds and fixed and variable annuities through multiple channels, building lasting relationships with financial professionals and broker/dealers.

You’ll join a team of 16 external wholesalers, work with internal counterparts, and attend broker/dealer meetings regionally. Requires Series 6/7 and 63 licenses, plus a Bachelor's degree.

Qualifications

• Bachelor’s degree required.
• 5+ years direct sales/marketing experience wholesaling annuities or mutual funds.
• Series 6 or 7, 63, and Variable Contracts licenses required.
• Strong presentation and interpersonal skills, ability to work independently.

Responsibilities

• Sell mutual funds and fixed/variable annuities across channels (wirehouses, banks, broker/dealer).
• Build and maintain relationships with financial professionals and broker/dealers in the region.
• Collaborate with internal wholesalers and sales management as a team.
• Conduct face-to-face and virtual visits and speak at meetings and events.

Skills

Sales experience

Presentation skills

Interpersonal communication

Independent worker

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.

That’s why we’re actively seeking a talented Field Wholesaler to join Pacific Life’s Consumer Markets Division (CMD) to cover the Washington 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.