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Pacific Life

Offers life insurance, annuities, and funds

Field Wholesaler

Field SalesPosted on Nov 12
Full-timeFlorida, USA

About the Job

Requirements

  • A bachelor's degree is required.
  • At least five years of direct sales or marketing experience wholesaling variable and/or fixed annuities or mutual funds is required.
  • Working knowledge of the Salesforce platform and customary business software such as Outlook is required.
  • Strong presentation skills, the ability to work independently, and a track record of success are required.
  • Series 6 or 7, Series 63, and Variable Contracts licenses are required.

Responsibilities

  • Sell mutual funds and fixed and variable annuities through wirehouses, independent planners, and banks in the territory.
  • Develop and maintain ongoing relationships with financial professionals and key broker/dealers in the region through face-to-face and virtual sales visits and telephone calls.
  • Introduce new products through established and new broker/dealers.
  • Attend and speak at national, regional, and office broker/dealer sales meetings.
  • Engage with financial professionals across the independent planner, bank, and wirehouse distribution channels.
  • Represent the division's variable annuity/RILA, fixed annuity, and mutual fund lines of business.
  • Work in partnership with an internal wholesaler, other field wholesalers, and sales management.
  • Efficiently use the available business tools and resources.

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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