Sr Internal Wholesaler - Broad Market

Pacific Asset Management, LLC; Omaha (NE); On-site; USD 70,000 - 100,000; Full time

Job summary

Pacific Life Insurance Company in Omaha, NE or Newport Beach, CA seeks an Internal Wholesaler to drive Broad Market Life Insurance sales across a multi-state region. You will partner with FVPs and the NSM to meet annual sales objectives and grow BGAs/IMOs.

You will onboard new distributors, coordinate trainings, educating staff on product features and underwriting, and maintaining CRM records. A 4-year degree is preferred but not required, with 2–4 years of insurance or wholesaling experience.

Qualifications

• 4-year college degree preferred but not required
• 2–4 years insurance or related sales/wholesaling experience
• Strong team player with seminars, workshops and meetings
• Dynamic presentation skills and the ability to influence customer and producer behavior

Responsibilities

• Partner with FVPs to manage relationships with BGAs & IMOs
• Grow term and universal life sales within assigned accounts
• Develop and execute strategies to achieve annual sales objectives
• Promote products and digital solutions to distribution partners
• Lead onboarding for new distribution relationships
• Coordinate regional trainings and product/underwriting education
• Maintain distributor contacts and CRM records

Skills

Relationship management

Sales skills

Presentation skills

Communication skills

Time management

Travel flexibility

Life & Health insurance licensing

Education

4-year degree preferred

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 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 in Omaha, Nebraska or Newport Beach, California. This position is responsible for achieving sales goals for the Broad Market Life Insurance products including Term Insurance and Universal Life Insurance within an assigned region of the United States. The Internal Wholesaler (IWS), Life Insurance will partner with assigned Field Vice-Presidents (FVPs) and the National Sales Manager (NSM) Broad Markets to implement and execute on the goals and strategies for the region to meet or exceed the annual sales objectives. Furthermore, the IWS will be responsible for growing new and maintaining existing BGA and IMO relationships, as well as developing new business opportunities within key firms. The assigned territory will be comprised of a multi-state region and requires managing a large territory and an extensive distribution network of BGAs to ensure that resources are focused on key distribution opportunities. Candidate must possess the ability to promote, implement and drive key strategic initiatives within the region, specifically utilizing marketing and operational resources to maximize productivity and efficiencies.

The experience you bring:

• Partner with the FVPs to manage the overall relationships for assigned BGAs & IMOs within the Broad Market Channel.
• Manage, develop, and grow the sales of term and universal life sales within the assigned BGA / IMO accounts ensuring sales targets are met or exceeded.
• Partnering with the FVPs to develop, establish, implement and execute on the strategies for the assigned accounts to achieve the annual sales and marketing objectives.
• Collaborating with the FVPs and key business leaders within the Broad Market channel to drive the adoption and sales of the Broad Market products and other key initiatives within the firms of the assigned region.
• Promoting to key distributor accounts industry-leading solutions that will increase their operational efficiencies, maximize their revenue opportunities, and enhance producer development, productivity and retention.
• Collaborate with the FVPs to create strategic and tactical business plans for each key account designed to meet sales objectives.
• Playbooks include sales objectives, trends, and depth of relationships, tracking progression of sales commitments towards achieving sales targets, and key-initiatives.
• Promoting our differentiated products and digital solutions and services to our distribution partners and their producers, such as Drop Ticket, E-Policy Delivery, E-Requirements, Producer Bay, Practice Management, and our accelerated underwriting programs.
• Leading and coordinating all aspects of the on-boarding process for new distribution relationships within the assigned region ensuring the distributor gets off to a quick start with Pacific Life.
• Coordinating with the FVPs to promote, schedule and conduct regional training meetings as well as webinars on product training, relevant sales concepts, underwriting and accelerated programs, new business procedures, practice management and business development.
• Educating and training BGA staff and producers on Pacific Life’s product portfolio, including underwriting guidelines and explaining key product features and market “sweet-spots”.
• Working closely with all internal partners to garner support for distribution activities ensuring the effective utilization of organizational resources to support sales and distribution implementations, thus driving both sales growth and process efficiencies.
• Act as a specialist in all Broad Market products, underwriting and new business procedures.
• Serve as an illustration expert; act as a resource and trainer for BGAs and producers.
• Facilitate BGA and case problem escalations and manage to resolution.
• Conduct proactive daily and weekly outreach to BGA offices.
• Conduct quarterly navigational checks and annual reviews with distributors.
• Monitor the quality of business to ensure profitability standards are maintained.
• Maintain regular contact with distributor sales and marketing associates within assigned territory.
• Oversee the case development and processing of large cases to assure a high-quality distributor experience.
• Keep the FVPs and NSM informed of the latest market trends, competitor activities and life product developments, as well as any distributor or market information that is important to the region.
• Maintain and record all distributor contacts and marketing initiatives weekly in the CRM database.
• Commitment to on-going professional growth and development, including professional designations.

What makes you stand out:

• 4-year college degree preferred but not required.
• Equivalent work experience considered Minimum of 2 to 4 years business experience Insurance or related sales or wholesaling experience.
• Ability to serve as a strong-team player and contributor.
• Demonstrated ability to facilitate seminars, workshops and customer meetings.
• Dynamic presentation skills and the ability to influence customer and producer behaviors.
• Experience working with Life BGA’s, IMO’s, FI’s and producer group distribution.
• Proven sales skills and the ability to engage in conceptual selling.
• Strong telephone and virtual communication skills.
• Knowledge of life insurance products, advanced sales concepts, and insurance company operations.
• Proven time management and organizational skills.
• Strong written and oral communication skills.
• Licensed for Life & Health Insurance Sales Professional acumen & appearance.
• Ability to travel on a limited basis, as needed.

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. People come first here. We’re committed to a diverse, equitable and inclusive workforce. Learn more about how we create a welcoming work environment through Diversity, Equity, and Inclusion at www.pacificlife.com.

What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.

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 the career. Our values inspire and direct our actions shaping the vibrant culture we proudly uphold. Learn more.