[Remote] Field Wholesaler at Pacific Life

Texas, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

InsuranceIndustries

Requirements

Basic computer knowledge
Strong communication and interpersonal skills
Highly organized
Goal oriented
Self-starter
History of successful sales results
Industry experience (5+ years in Life Insurance industry)
Professional designations desirable
Life and LTC licensed in territory states (Texas and Louisiana)
Series 6 and 63 licenses
Salesforce proficiency (required to capture activity and results)
Broad industry knowledge of best practices, products, underwriting, and marketing of life insurance products
Willingness to travel extensively

Responsibilities

Manage and develop existing producer relationships
Recruit new relationships to Pacific Life
Grow the territory both vertically and horizontally
Increase market share with existing relationships
Provide education on products and services
Offer marketing support
Provide case design ideas
Support underwriting fulfillment
Assist with practice development
Deliver customer service
Execute marketing campaigns
Attend company, industry, and intermediary meetings
Speak in front of groups
Work with internal sales, case design, and underwriting partners
Collaborate with peers on sales ideas
Develop and execute a business plan for the territory
Recruit and develop new firms who likely do not currently sell life insurance
Work with advisors and firms who already sell life insurance to incorporate Pacific Life into their client offering

Skills

Life Insurance Products

Underwriting

Marketing Campaigns

Recruiting

Relationship Management

Public Speaking

Case Design

Sales Strategy

Business Planning

Territory Management

Pacific Life

About Pacific Life

Newport Beach, CaliforniaHeadquarters

1868Year Founded

$189.4MTotal Funding

N/ACompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Health Insurance

Paid Vacation

Paid Parental Leave

Adoption Assistance

401(k) Retirement Plan

401(k) Company Match

Risks

Increased competition in annuities market from companies like Prudential and MetLife.

Potential financial exposure from significant real estate investments.

Integration challenges with Selerix could affect customer satisfaction.

Differentiation

Pacific Life partners with T. Rowe Price for innovative Lifetime Income solutions.

Recognized as a top community-minded company, enhancing brand reputation and trust.

Real-time integration with Selerix improves benefits administration accuracy and efficiency.

Upsides

Lifetime Income solution attracts clients seeking secure retirement options.

Enhanced annuity products offer flexibility and growth, increasing product attractiveness.

Strong real estate financing position opens more sector opportunities.

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