Life Sciences Broker
QuoteWellSalary not specified
- Full Time
- Senior (5 to 8 years)
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Insurance, Financial ServicesIndustries
Requirements
A Bachelor’s degree in Finance or Economics is required, with a minimum of 3-5 years of relevant financial services experience preferred. Candidates must possess SIE, Series 6, and/or 7 and 63 licenses, along with strong written and verbal communication skills, excellent listening and profiling abilities, and a high level of integrity. Sound judgment, business maturity, and a self-starter attitude are also necessary, as is the ability to employ and adapt to new technologies.
Responsibilities
As a Hybrid Wholesaler, the individual will proactively market Pacific Life products to financial advisors, building and maintaining relationships within their assigned territory to drive annual sales goals and profitability. This includes delivering product presentations, differentiating PL Solutions against competitors, creating and executing a quarterly business plan, and communicating regularly with managers. The role also involves managing territory competitively, developing strategic travel rotations, and managing a sales budget, ultimately increasing rep penetration and cross-selling multiple product lines by identifying sales opportunities and assisting advisors in identifying ideal clients.
Skills
Consultative Sales
Financial Advisory
Product Presentation
Market Analysis
Relationship Building
Cross-Selling
Economic and Market Knowledge
Pacific Life
About Pacific Life
Newport Beach, CaliforniaHeadquarters
1868Year Founded
$189.4MTotal Funding
N/ACompany Stage
Fintech, Financial ServicesIndustries
1,001-5,000Employees