[Remote] RIA Senior Wholesaler at Pacific Life

South Carolina, United States

Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

BA/BS required, emphasis on finance or economics preferred
Series 6 and/or 7 & 63 required; MBA, CFA, CFP, CIMA or other advanced designation strongly preferred
3+ years minimum experience intermediary sales experience covering RIAs and/or BDs with focus on advisory product sales
Active RIA relationships preferred
Working knowledge of clearing, custody, technology platforms and managed assets networks
Superior written, verbal & interpersonal communication skills; excellent listening, profiling & closing skills
Demonstrated level of investment/analytical understanding & ability to grasp and articulate complex topics
Strong work ethic, high integrity, unimpeachable ethical standards

Build business with advisors/teams in the RIA channel using a consultative sales process rooted in developing fundamental understanding of the needs of advisors and their clients
Generate and maintain high volume of sales activity including phone calls, virtual meetings, office visits, seminars and conferences; successfully utilize and leverage CRM to track all activity, opportunities, and sales pipeline
Strong understanding of investing principles and portfolio construction, and ability to demonstrate how annuities fit within the context of investment portfolios
Manage business and sales budget
Exhibit strong fundamental knowledge of Pacific Life Solutions in addition to macro-economic and market conditions, industry-related topics, and direct and indirect competitors
Deliver persuasive presentations to prospective financial advisors, teams, back offices, and other centers of influence
Create and execute quarterly business plans, including strategic travel rotation (25% - 50% travel expectation)
Collaborate with internal stakeholders to provide insights that can help determine the direction of new offerings and services for the RIA channel
Partner with wholesalers in other distribution channels to ensure coordinated, successful coverage of advisors, including dually-registered financial professionals, and share leads appropriately

Pacific Life

Newport Beach, CaliforniaHeadquarters

1868Year Founded

$189.4MTotal Funding

N/ACompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees