West Ohio Field Wholesaler – Annuities & Funds

Pacific Life; Kentucky; On-site; USD 72,000 - 88,000; Full time

Benefits offered by this job

Medical, Dental, Vision benefits

Wellbeing Reimbursement Account

Paid Time Off & Holidays

Parental Leave & Adoption Assistance

401k with company match

Job summary

Pacific Life is seeking a Field Wholesaler to cover Western Ohio, selling Variable Annuities/RILA, Fixed Annuities, and Mutual Funds to Independent, Banks, and Wirehouses. You will cultivate and deepen relationships with financial professionals and broker/dealer partners through in-person and virtual visits, while introducing new products and speaking at industry meetings.

Join a team that collaborates with Internal and Field Wholesalers and Sales Management, leveraging a broad set of tools to

Qualifications

• 5+ years direct sales/marketing experience wholesaling variable and/or fixed annuities or mutual funds to Wirehouses, Banks and Independent broker/dealer community.
• Knowledge of Salesforce platform and common business software.
• Strong presentation skills, ability to work independently and track record of success.

Responsibilities

• Engage with Financial Professionals from Independent Planners, Banks and Wirehouse firms.
• Represent CMD's core lines: Variable Annuities/RILA, Fixed Annuities, and Mutual Funds.
• Collaborate with Internal Wholesalers, Field Wholesalers and Sales Management.
• Leverage a wide array of business tools and resources.

Skills

Sales experience

Presentation skills

Interpersonal skills

Series 6/7, 63 licenses

Variable contracts knowledge

Education

Bachelor's Degree

Tools

Salesforce

Job description

Pacific Life is seeking a Field Wholesaler to cover Western Ohio, selling Variable Annuities/RILA, Fixed Annuities, and Mutual Funds to Independent, Banks, and Wirehouses. You will cultivate and deepen relationships with financial professionals and broker/dealer partners through in-person and virtual visits, while introducing new products and speaking at industry meetings.

Join a team that collaborates with Internal and Field Wholesalers and Sales Management, leveraging a broad set of tools to