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Pacific Life

Offers life insurance, annuities, and funds

Internal Wholesaler - Annuity

Account ManagementConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • Hold FINRA SIE, Series 6 or 7, and Series 63 licenses.
  • Have a minimum of 3 years of sales experience in a financial services environment; experience with annuities and mutual funds is preferred.
  • Have an undergraduate degree or equivalent financial-industry experience.
  • Be self-motivated and goal-oriented as a sales professional.
  • Demonstrate the ability to work in a fast-paced, changing environment.
  • Demonstrate excellent verbal and written communication skills.
  • Maintain a flexible and professional demeanor.

Responsibilities

  • Proactively market Pacific Life annuity and mutual fund products to existing and potential producers using consultative sales skills to meet sales goals, maintain or grow market share, and raise division assets.
  • Develop and maintain ongoing business relationships with financial professionals within assigned regions.
  • Increase representative penetration and cross-sell multiple product lines by identifying sales opportunities and helping advisors identify ideal clients for the products.

Desired Qualifications

  • Experience with annuities and mutual funds.

About the Company

Pacific Life

Offers life insurance, annuities, and funds

Pacific Life offers a range of financial protection and retirement products for individuals and businesses, including life insurance, annuities, mutual funds, and reinsurance services. Its products work by providing financial protection (life insurance pays a benefit to beneficiaries upon death), generating retirement income (annuities convert premiums into guaranteed payments over time), and offering investments through mutual funds to grow assets. The company serves retail customers, institutions, workplace benefits, and reinsurance clients, and it distinguishes itself through a long history (nearly 160 years), its Fortune 500 status, and a broad product suite that supports financial security across generations. The goal is to help people and organizations protect loved ones, plan for retirement, and build and preserve wealth for current and future generations.

Company size
1,001-5,000
Company stage
Debt Financing
Total funding
$750M
Headquarters
Newport Beach, CA
Founded
1868

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