Full-Time

RIA Senior Wholesaler

Confirmed live in the last 24 hours

Pacific Life

Pacific Life

1,001-5,000 employees

Fintech
Financial Services

Compensation Overview

$120kAnnually

+ Incentive Compensation + Total Target Compensation Package of $300,000+

Mid, Senior

Remote in USA

Candidates are preferred to be based in the West or Great Lakes regions.

Category
Sales & Trading
Finance & Banking

You match the following Pacific Life's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • BA/BS required, emphasis on finance or economics preferred
  • Series 6 and/or 7 & 63 required; MBA, CFA, CIMA or other advanced designation strongly preferred
  • 3+ years minimum experience intermediary sales experience covering RIAs and/or BDs with focus on advisory product sales
  • Active RIA relationships preferred
  • Working knowledge of clearing, custody, technology platforms and managed assets networks
  • Superior written, verbal & interpersonal communication skills; excellent listening, profiling & closing skills
  • Demonstrated level of investment/analytical understanding & ability to grasp and articulate complex topics
  • Strong work ethic, high integrity, unimpeachable ethical standards
  • Eager to employ & adapt to new technologies; highly engaged, enthusiastic and coachable team-oriented/relationship builder
Responsibilities
  • Build business with advisors/teams in the RIA & Hybrid Broker Dealer channel using a consultative sales process rooted in developing fundamental understanding of the needs of advisors and their clients
  • Generate and maintain high volume of sales activity including phone calls, virtual meetings, office visits, seminars and conferences; successfully utilize and leverage CRM to track all activity, opportunities, and sales pipeline
  • Strong understanding of investing principles and portfolio construction, and ability to demonstrate how annuities fit within the context of investment portfolios
  • Manage business and sales budget
  • Exhibit strong fundamental knowledge of Pacific Life Solutions in addition to macro-economic and market conditions, industry-related topics, and direct and indirect competitors
  • Deliver persuasive presentations to prospective financial advisors, teams, back offices, and other centers of influence
  • Create and execute quarterly business plans, including strategic travel rotation (50% travel expectation)
  • Collaborate with internal stakeholders to provide insights that can help determine the direction of new offerings and services for the Advisory space
  • Partner with wholesalers in other distribution channels to ensure coordinated, successful coverage of advisors, including dually-registered financial professionals, and share leads appropriately
Desired Qualifications
  • Active RIA relationships preferred

Company Stage

N/A

Total Funding

$189.4M

Headquarters

Newport Beach, California

Founded

1868

Simplify Jobs

Simplify's Take

What believers are saying

  • Partnership with T. Rowe Price introduces innovative lifetime income solutions to the market.
  • Enhanced annuity features address diverse retirement income needs with flexible growth and protection options.
  • Integration with Selerix elevates digital customer experience, aligning with tech-forward industry trends.

What critics are saying

  • Increased competition in annuities may pressure Pacific Life's market share and profitability.
  • Integration with Selerix could expose Pacific Life to potential data privacy and security risks.
  • High equity exposure in annuities may increase vulnerability to market volatility.

What makes Pacific Life unique

  • Pacific Life offers enhanced annuity features with high equity exposure for growth potential.
  • Integration with Selerix provides real-time updates, improving benefits administration accuracy and efficiency.
  • Recognized as a Civic 50 honoree, Pacific Life emphasizes community-minded initiatives and corporate citizenship.

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Benefits

Health Insurance

Paid Vacation

Paid Parental Leave

Adoption Assistance

401(k) Retirement Plan

401(k) Company Match