We’re activelyseeking atalentedInternal Wholesaler to join our team in Omaha, NE or Newport Beach, CA. This is a hybrid role, with flexibility to work in office and from home a portion of each week.
As an Internal Wholesaler, you’ll be in a sales support role and play a key part in Pacific Life’s growth and long-term success by helping to drive sales results in partnership with an External Wholesaler.You will be responsible for developing marketing campaigns, driving sales results through Financial Advisor meeting follow-ups, and moving the sales process through proactive activity. You will be an extension of your External Wholesaler through messaging, sales follow-up cadence, and marketing campaigns with clients and prospects.
How you’ll help move us forward:
- The Internal Wholesaler partners with the External Wholesaler to meet or exceed territory goals
- Proactively markets life insurance products to existing and potential Producers/Financial Advisors, leads follow-up, relationship building, and driving own sales plans
- Uses understanding of sales initiatives, business plans, product features, and sales stories to support the overall efforts of the External Wholesaler to develop and grow the market
- Manages and develops own “farm team” of potential Producers to increase overall production
- Coordinates activities for marketing campaigns, seminars, and special marketing-related projects
The experience you bring:
- FINRA SIE, Series 6, and 63 licenses required
- Minimum of 2 years of experience in a Financial Services environment, preferably in Annuities and / or Mutual Funds
- Previous Financial sales/marketing experience
- Strong verbal communication skills to educate and influence sales
- Strong organizational and time management skills
- Proficiency of Microsoft Outlook, Word, and Excel
What makes you stand out:
Compensation:
The base pay for this role is $67,000. In addition, this role is eligible for incentives based on production. The total target annualized compensation (base plus incentives) is $90,500.
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.
Benefits start Day 1.
Your wellbeing is important. We’re committed to providing 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.