Washington Field Wholesaler – Retirement Solutions Advocate

Pacific Life

Washington

Hybrid

USD 72,000 - 88,000

Full time

7 days ago
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Benefits offered by this job

Medical, Dental, Vision
Wellbeing Reimbursement
Paid time off
Parental leave
401k matching

Job summary

Pacific Life Insurance Company in Washington is seeking a Field Wholesaler to cover the Washington territory. You will sell mutual funds and fixed/variable annuities through wirehouses, banks, and broker/dealers, and build relationships with financial professionals.

The role requires a bachelor's degree, 5+ years of direct sales experience, knowledge of Salesforce and Outlook, strong presentation skills, and licenses (Series 6/7, 63, and Variable Contracts).

Qualifications

  • Bachelor's degree required.
  • 5+ years selling variable/fixed annuities or mutual funds.
  • Series 6 or 7, 63, and Variable Contracts licenses required.
  • Strong presentation and interpersonal skills.

Responsibilities

  • Build and maintain relationships with financial professionals and broker/dealers.
  • Sell mutual funds and annuities across all channels.
  • Attend and present at broker/dealer meetings.

Skills

Sales experience
Financial services
Presentation skills
Independent work
Interpersonal skills
Salesforce

Education

Bachelor's Degree

Tools

Salesforce
Outlook

Job description

Pacific Life Insurance Company in Washington is seeking a Field Wholesaler to cover the Washington territory. You will sell mutual funds and fixed/variable annuities through wirehouses, banks, and broker/dealers, and build relationships with financial professionals.

The role requires a bachelor's degree, 5+ years of direct sales experience, knowledge of Salesforce and Outlook, strong presentation skills, and licenses (Series 6/7, 63, and Variable Contracts).

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