Field Wholesaler - Western Ohio

Pacific Life; Cleveland (OH); On-site; USD 72,000 - 88,000; Full time

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.

Skills

Sales experience

Presentation skills

Interpersonal communication

Independent work

Education

Bachelor's Degree

Tools

Salesforce

Job description

Job Description

Pacific Life is actively seeking a talented Field Wholesaler to join Pacific Life's Consumer Markets Division (CMD) to cover Western Ohio. As a Field Wholesaler you'll sell RILA, variable & fixed annuities, and mutual funds to all channels (Independent, Banks, & Wirehouses) within the territory. 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 via face-to-face and virtual sales visits. You'll also introduce new products through established and new broker/dealer partners. Finally, you'll attend and speak at national, regional, and office broker/dealer sales meetings. 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.

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/RILA, 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 Independent broker/dealer community
• Working knowledge of the Salesforce platform and other customary business software.
• 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.