Internal Wholesaler - Annuity at Pacific Life

Newport Beach, California, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Insurance, Financial ServicesIndustries

Requirements

FINRA SIE, Series 6, and 63 licenses required
Minimum of 2 years of experience in a Financial Services environment, preferably Annuities and Mutual Funds
Previous Financial sales/marketing experience
Strong verbal communication skills to educate and influence sales
Strong organizational and time management skills
Proficiency in Microsoft Outlook, Word, and Excel
College degree preferred

Responsibilities

Proactively marketing Pacific Life Annuity & Mutual Fund products to existing and potential producers using consultative sales skills to meet sales goals, maintain and/or grow market share and raise division assets
Developing and maintaining ongoing business relationships with financial professionals within assigned region(s)
Increasing rep penetration and cross-selling multiple product lines by identifying sales opportunities and helping advisors identify ideal clients for products
Developing marketing campaigns
Driving sales results through Financial Advisor meeting follow-ups
Moving the sales process through proactive activity
Acting as an extension of External Wholesaler through messaging, sales follow-up cadence, and marketing campaigns with clients and prospects

Skills

Key technologies and capabilities for this role

FINRA SIESeries 6Series 63Consultative SalesAnnuity ProductsMutual FundsMarketing CampaignsSales Follow-upFinancial Advisor RelationsCross-Selling

Questions & Answers

Common questions about this position

What is the salary for the Internal Wholesaler - Annuity role?

The base pay is $67,000, and the total target annualized compensation including incentives is $90,500.

Is this a remote role, or do I need to work in an office?

This is a hybrid role out of the Newport Beach or Omaha office.

What licenses and experience are required for this position?

FINRA SIE, Series 6, and 63 licenses are required, along with a minimum of 2 years of experience in a Financial Services environment, preferably Annuities and Mutual Funds, and previous financial sales/marketing experience.

What is the company culture like at Pacific Life?

Pacific Life emphasizes collaboration, innovation, diversity, equity, and inclusion, with a focus on people first, work-life balance, and making a positive impact.

What makes a candidate stand out for this role?

Candidates stand out with a college degree, strong verbal communication skills to educate and influence sales, and strong organizational and time management skills, in addition to the required licenses and experience.

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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