Life Insurance Internal Wholesaler - Relationship Builder

Pacific Asset Management, LLC

Newport Beach (CA)

Hybrid

USD 70,000 - 110,000

Full time

14 days+

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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.