Remote Field Wholesaler – Washington

Pacific Life; Northern (KY); Hybrid; USD 72,000 - 88,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Paid Time Off & Holidays

401k with company match

Job summary

Pacific Life Insurance Company is seeking a Field Wholesaler to cover the Washington territory, selling mutual funds and annuities across multiple channels. You will develop relationships with financial professionals, introduce new products, and participate in broker/dealer sales meetings.

The ideal candidate has 5+ years of direct wholesaling experience, Series 6/7 and 63 licenses, and strong presentation skills. Remote work in Washington with collaboration across the West Division.

Qualifications

• 5+ years direct sales/marketing experience wholesaling variable and/or fixed annuities or mutual funds.
• Experience wholesaling to wirehouses, banks, and broker/dealer community.
• Working knowledge of Salesforce and Outlook.
• Strong presentation skills and ability to work independently.
• Licenses: Series 6 or 7, 63, and Variable Contracts.

Responsibilities

• Engage with financial professionals from major distribution channels (Independent Planners, Banks, Wirehouse firms).
• Represent CMD's core lines of business: Variable Annuities, Fixed Annuities and Mutual Funds.
• Collaborate with internal wholesalers and sales management; attend national, regional, and office broker/dealer meetings.

Skills

Sales/external wholesaling

Series 6/7 and 63 licenses

Broker/dealer relationships

Presentation skills

Education

Bachelor's Degree

Tools

Salesforce

Outlook

Job description

Pacific Life Insurance Company is seeking a Field Wholesaler to cover the Washington territory, selling mutual funds and annuities across multiple channels. You will develop relationships with financial professionals, introduce new products, and participate in broker/dealer sales meetings.

The ideal candidate has 5+ years of direct wholesaling experience, Series 6/7 and 63 licenses, and strong presentation skills. Remote work in Washington with collaboration across the West Division.