Hybrid Internal Wholesaler – Annuity & Mutual Funds

Pacific Life; Charlotte (NC); Ibrido; USD 67.000 - 73.000; Tempo pieno

Vantaggi offerti da questo lavoro

Incentive pay

Medical, dental, vision benefits

Wellbeing reimbursement account

Paid time off, holidays, and financial

Parental leave

Adoption assistance

401k with company match

Descrizione del lavoro

Pacific Life is seeking an Internal Wholesaler - Annuity to drive sales and relationships in a hybrid role across Omaha, NE, Newport Beach, CA or Charlotte, NC. You will promote annuity and mutual fund products to financial professionals and collaborate with internal teams to meet sales goals.

Ideal candidates have FINRA licenses, 3+ years in financial services sales, and a bachelor’s degree or equivalent experience. The position offers incentive pay and a robust benefits package.

Competenze

• Minimum 3 years of sales experience in Financial Services, preferably with annuities and mutual funds.
• Ability to develop and maintain relationships with financial professionals.
• Strong communication skills and ability to work in a fast-paced environment.

Mansioni

• Proactively market Pacific Life Annuity & Mutual Fund products to producers using consultative sales skills.
• Develop and maintain relationships with financial professionals in assigned regions.
• Identify sales opportunities and help advisors cross-sell multiple product lines.

Conoscenze

Sales experience

Verbal and written communication

Self-motivated

Adaptability

Relationship building

Formazione

Undergraduate degree

Equivalent Financial Industry experience

Strumenti

FINRA SIE, Series 6/7 & 63 license

Descrizione del lavoro

Pacific Life is seeking an Internal Wholesaler - Annuity to drive sales and relationships in a hybrid role across Omaha, NE, Newport Beach, CA or Charlotte, NC. You will promote annuity and mutual fund products to financial professionals and collaborate with internal teams to meet sales goals.

Ideal candidates have FINRA licenses, 3+ years in financial services sales, and a bachelor’s degree or equivalent experience. The position offers incentive pay and a robust benefits package.