Hybrid Annuity Wholesaler — Grow Advisors & Assets

Pacific Life Insurance; Charlotte (NC); Hybrid; USD 67,000 - 73,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Wellbeing Reimbursement

Job summary

Pacific Life Insurance is seeking an Internal Wholesaler - Annuity to collaborate with producers across multiple offices. The role combines strategic account development with the promotion of annuity and mutual fund products to grow market share.

The position is hybrid, requiring four days in the office and one day at home, across Omaha, NE; Newport Beach, CA; or Charlotte, NC. Base salary ranges from mid-60s to low-70s with incentive pay.

Qualifications

• FINRA SIE, Series 6/7, and 63 licenses are required.
• Minimum 3 years of sales experience in financial services, preferably with annuities and mutual funds.
• Undergraduate degree or equivalent financial industry experience.

Responsibilities

• Proactively market Pacific Life Annuity and Mutual Fund products to producers to meet sales goals.
• Develop and maintain relationships with financial professionals in assigned regions.
• Increase representative penetration and cross-sell across product lines by identifying opportunities.

Skills

FINRA SIE

Series 6/7

Series 63

Sales experience

Financial services knowledge

Education

Undergraduate degree

Job description

Pacific Life Insurance is seeking an Internal Wholesaler - Annuity to collaborate with producers across multiple offices. The role combines strategic account development with the promotion of annuity and mutual fund products to grow market share.

The position is hybrid, requiring four days in the office and one day at home, across Omaha, NE; Newport Beach, CA; or Charlotte, NC. Base salary ranges from mid-60s to low-70s with incentive pay.