Internal Wholesaler - Life

Pacific Asset Management, LLC; Newport Beach (CA); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical, Dental, Vision benefits

Wellbeing Reimbursement Account

Paid Time Off and Holidays

Parental Leave and Adoption Assistance

401k with company match

Job summary

Pacific Life is seeking an Internal Wholesaler - Life to join the Life Insurance Sales Desk across multiple U.S. locations.

You will market Pacific Life’s life insurance products and concepts to financial professionals using consultative sales skills to meet goals and grow market share. You will develop and maintain relationships within your region, increase advisor growth, and cross-sell multiple product lines by identifying opportunities and ideal clients.

Qualifications

• FINRA SIE, Series 6/7 and 63 licenses required or in-process.
• Minimum 3 years of sales experience in Financial Services, preferably life insurance.
• Self-motivated, goal-oriented sales professional with excellent communication.
• Ability to thrive in a fast-paced, changing environment.

Responsibilities

• Achieve all assigned territory sales goals.
• Master the IW Sales process to act as a consultative partner to financial professionals.
• Turn every touch into a sales opportunity or strengthen the field relationship.
• Identify sales opportunities and the ideal client for each of our concepts.
• Prospect and build relationships to grow advisor base and market share.
• Own region accountability and drive success in assigned territories.
• Follow up on commitments, illustrations and informal cases.
• Collaborate with scheduling and FW/Sales teams to optimize calendars.
• Maintain consistent activity levels aligned with leadership.
• Set personal and professional development goals and execute plans to achieve them.

Skills

Territory management

Relationship building

Life insurance product knowledge

Consultative sales

Communication skills

Self-motivated

Goal-oriented

Education

FINRA SIE license

Series 6/7 and 63

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 - Life to join our Life Insurance Sales Desk in Omaha, NE, Newport Beach, CA and our new location in Charlotte, NC! As an Internal Wholesaler, you’ll move Pacific Life and your career, forward by proactively marketing Pacific Life’s life insurance products and concepts to existing and potential financial professionals using consultative sales skills to meet sales goals, maintain and grow market share. You will develop and maintain ongoing business relationships with financial professionals within assigned region(s) Additionally, increase advisor growth and cross-sell multiple product lines by identifying sales opportunities and help advisors identify ideal clients for our products.

How you’ll help move us forward:

• Works to achieve all assigned territory sales goals
• Works towards mastering every aspect of the IW Sales process to be a consultative business partner to our financial professionals
• Attempts to turn every touch into a sales opportunity or enhancing the field relationship
• Adds value to every call by identifying sales opportunities, such as identifying the ideal client for each of our concepts
• Seeks out opportunities through relationship building and prospecting
• Region ownership/Accountable for success in their assigned region(s)
• Follows up on commitments, illustrations and informal cases
• Farm team list execution
• Ability to host their own virtual meetings with Advisors and/or POS
• Actively helps managing calendars in conjunction with the FW, Sales Associates or Schedule (as applicable)
• Consistently achieves minimum activity levels as communicated by leadership
• Identifies their own personal/professional development goals and creates and executes a plan to work towards them
• Engaged and available during agreed upon business hours based on geographic coverage needs
• Adheres to Pacific Life Code of Conduct, as well as industry and regulatory agency guidelines

The experience you bring:

• Expert level territory management
• Higher level relationship-building and networking skills
• In-depth concept and product and illustration knowledge
• Viewed as a resource within the team/channel
• Actively participates in department initiatives
• Promotes Pacific Life culture
• Sought out by other IWs to help them improve IW skills/mentorship
• Demonstrates self-awareness and professionalism
• Displays initiative

What makes you stand out:

• FINRA SIE, Series 6/7 and 63 License
• Minimum 3 years of sales experience in a Financial Services environment, preferably with a life insurance background
• 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

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 well-being 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 #LI-AS1

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.

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.