Internal Wholesaler - Annuity

Pacific Asset Management, LLC; Northern (KY); Hybrid; USD 75,000 - 105,000; Full time

Benefits offered by this job

Health & wellbeing benefits

Paid time off & parental leave options

401k plan with company match

Job summary

Pacific Life Insurance Company seeks an Internal Wholesaler - Annuity to drive sales of annuities and mutual funds. The role emphasizes proactive marketing to financial professionals, relationship building in assigned regions, and cross-selling multiple product lines to meet targets.

Applicants should hold FINRA SIE, Series 6/7 and 63 licenses, with at least 3 years of financial services sales experience and an undergraduate degree or equivalent industry exposure.

Qualifications

• Minimum 3 years of sales experience in a Financial Services environment, preferably with Annuities and Mutual Funds.
• Undergraduate degree or equivalent Financial Industry experience.
• Strong verbal and written communication skills; self-motivated sales professional.

Responsibilities

• 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 their assigned region(s).
• Increasing rep penetration and cross-selling multiple product lines by identifying sales opportunities and help advisors identify ideal clients for our products.

Skills

FINRA SIE

Series 6/7

Series 63

Education

Undergraduate degree or equivalent Financial Industry experience

Job description

Job Description: This position includes incentive compensation in addition to the annual salary. 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 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's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own.

We're actively seeking a talented Internal Wholesaler - Annuity to join our team in Omaha, NE, Newport Beach, CA 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 their assigned region(s).
• Increasing rep penetration and cross-selling multiple product lines by identifying sales opportunities and help 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
• Demonstrate 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 #LI-AS1

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 wellbeing 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.

Pacific Life is more than a job - it's a career with purpose. For nearly 160 years, we've helped people protect their financial futures through strength, stability, and innovation. Join us to make a meaningful impact and build a career where you can thrive. Learn more.

Pacific Life's success is driven by our people. We create, embrace and sustain an inclusive workplace where all employees are respected and supported throughout their career. Our values inspire and direct our actions shaping the vibrant culture we proudly uphold. Learn more.