[Remote] Field Wholesaler at Pacific Life

Maryland, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Insurance, Retirement PlanningIndustries

Requirements

Bachelor's Degree
5 or more years direct sales/marketing experience wholesaling variable and/or fixed annuities or mutual funds
Working knowledge of the Salesforce platform and other customary business software such as Outlook
Strong presentation skills
Ability to work independently
Track record of success
Outgoing, adaptive, goals-based individual with exceptional interpersonal communication skills
Series 6 or 7, 63, and Variable Contracts licenses required

Responsibilities

Sell mutual funds, fixed and variable annuities within all channels (wirehouses, independent planners, and banks) within the territory
Develop and maintain ongoing relationships with financial professionals and key broker/dealers within the region by making face-to-face and virtual sales visits as well as 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 from 3 major distribution channels, including Independent Planners, Banks and Wirehouse firms
Represent CMD's 3 core lines of business (Variable Annuities/RILA, Fixed Annuities and Mutual Funds)
Work as part of a team, in partnership with an Internal Wholesaler, other Field Wholesalers and Sales Management
Efficiently leverage wide array of business tools and resources

Skills

Key technologies and capabilities for this role

saleswholesalingmutual fundsfixed annuitiesvariable annuitiesfinancial professionalsbroker/dealersrelationship managementterritory managementsales presentations

Questions & Answers

Common questions about this position

What is the compensation for the Field Wholesaler role?

Compensation includes a base salary of $80,000, with commission and other incentive pay in addition.

Is this a remote position or does it require travel?

The role is field-based covering Eastern Maryland, involving face-to-face and virtual sales visits as well as telephone calls within the territory.

What experience and skills are required for this position?

Candidates need a Bachelor's Degree, 5 or more years direct sales/marketing experience wholesaling variable and/or fixed annuities or mutual funds, working knowledge of Salesforce and other business software, strong presentation skills, and Series 6 or 7, 63, and Variable Contracts licenses.

What is the team structure for this role?

This is an existing role on a team of 15 external wholesalers in the Northeast Division, working in partnership with an Internal Wholesaler, other Field Wholesalers, and Sales Management.

What makes a strong candidate for the Field Wholesaler position?

A strong candidate has 5+ years of direct sales experience in annuities or mutual funds, required licenses (Series 6 or 7, 63, and Variable Contracts), Salesforce knowledge, strong presentation and interpersonal skills, and a track record of success.

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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