Internal Wholesaler - Annuity

Pacific Life; Newport Beach (CA); On-site; USD 67,000 - 104,000; Full time

Benefits offered by this job

Medical/dental/vision benefits

Paid time off & holidays

Parental leave & adoption assistance

401(k) with employer match

Job summary

Pacific Life seeks an Internal Wholesaler – Annuity to join our team in Omaha, NE or Charlotte, NC. This hybrid role has four days in the office and one day at home.

You will proactively market Pacific Life Annuity and Mutual Fund products to existing and potential producers, build relationships with financial professionals, and identify cross-selling opportunities to grow market share.

Qualifications

• FINRA SIE, Series 6/7 and 63 licenses.
• Minimum 3 years of sales experience in Financial Services, preferably with annuities and mutual funds.
• Undergraduate degree or equivalent financial-industry experience.
• Self-motivated, goal-oriented sales professional.
• Excellent verbal and written communication skills.

Responsibilities

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

Skills

Self-motivation

Goal-oriented

Communication skills

Education

Undergraduate degree

Tools

FINRA licenses

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 we can 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. Because it’s the right thing to do.

We’re actively seeking a talented Internal Wholesaler – Annuity to join our team in Omaha, NE or our new location in Charlotte, NC. This is a hybrid role with four days in the office and one day at home.

As an Internal Wholesaler, you’ll move Pacific Life, and your career, forward by:

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

The experience you bring:

• 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.

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

Omaha:

Internal Wholesaler I – $67,000 with a target amount of $90,500

Internal Wholesaler II – $69,000 with a target amount of $100,000

Newport Beach:

Internal Wholesaler I – $71,000 with a target amount of $94,500

Internal Wholesaler II – $73,000 with a target amount of $104,000

Actively working on compensation for Charlotte.

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 depend on several factors, including but not limited to experience, qualifications and geographic location. Most employees are also eligible for additional incentive pay.

Your Benefits Start Day 1

Pacific Life’s flexible benefits are designed to support your wellbeing across physical, financial, emotional, and social dimensions.

• Medical, dental, vision, and a Wellbeing Reimbursement Account that can be used on you or your eligible dependents.
• Generous paid time off, holiday schedules, and financial planning time off.
• Paid parental leave and an adoption assistance program.
• Competitive 401(k) 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.