[Remote] Field Wholesaler at Pacific Life

Alabama, United States

Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

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
Series 6 or 7, 63, and Variable Contracts licenses required

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
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

Pacific Life

Newport Beach, CaliforniaHeadquarters

1868Year Founded

$189.4MTotal Funding

N/ACompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees