Internal Wholesaler - Annuity

Pacific Life; Charlotte (NC); On-site; USD 67,000 - 90,000; Full time

Benefits offered by this job

Health and well-being benefits

Generous paid time off

Paid parental leave

401(k) savings plan with company match

Job summary

Pacific Life is seeking an Internal Wholesaler for Annuity products in Charlotte, NC. This hybrid role involves marketing products to financial professionals, maintaining relationships, and identifying sales opportunities. The ideal candidate has a financial services background with consultative sales skills.

The position requires strong communication skills and a minimum of 3 years in sales. Pacific Life offers competitive compensation based on experience and includes comprehensive benefits.

Qualifications

• FINRA SIE, Series 6/7 and 63 license required.
• Minimum 3 years of sales experience in a financial services environment.
• Self-motivated and goal-oriented sales professional.

Responsibilities

• Market Pacific Life Annuity & Mutual Fund products to producers.
• Develop ongoing relationships with financial professionals.
• Identify sales opportunities and help advisors find ideal clients.

Skills

Sales experience in financial services

Consultative sales skills

Excellent communication skills

Adaptability in fast-paced environments

Education

Undergraduate degree or equivalent experience

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 is a big ask, but 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 is the right thing to do. Pacific Life is more than a job; it is a career with purpose, with the support, balance, and resources to make a positive impact on the future – including your own.

Internal Wholesaler – Annuity (Omaha, NE and Charlotte, NC)

This is a hybrid role with four days in the office and one day at home.

Responsibilities

• Proactively market Pacific Life Annuity & Mutual Fund products to existing and potential producers using consultative sales skills to meet sales goals, maintain and grow market share, and raise division assets.
• Develop and maintain ongoing business relationships with financial professionals within the assigned region(s).
• Increase rep penetration and cross‑sell multiple product lines by identifying sales opportunities and helping advisors identify ideal clients for our products.

Qualifications

• FINRA SIE, Series 6/7 and 63 license
• Minimum 3 years of sales experience in a financial services environment, preferably with annuities and mutual funds
• Undergraduate degree or equivalent financial industry experience
• Self‑motivated, goal‑oriented sales professional
• Ability to work in a fast‑paced, changing environment
• Excellent verbal and written communication skills
• Flexible and professional demeanor

Compensation

Omaha:

• Internal Wholesaler I – Base $67,000 with target $90,500
• Internal Wholesaler II – Base $69,000 with target $100,000

Newport Beach:

• Internal Wholesaler I – Base $71,000 with target $94,500
• Internal Wholesaler II – Base $73,000 with target $104,000

Actively working on compensation for Charlotte.

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. Most employees are eligible for additional incentive pay.

Benefits

• Prioritization of health and well‑being including medical, dental, vision, and a wellbeing reimbursement account that can be used on yourself or 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 401(k) savings plan with company match and an additional contribution regardless of participation.

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.