Field Wholesaler - Oklahoma

Employment Type: Full-time

Position Overview

Pacific Life is seeking a talented Field Wholesaler to join the Consumer Markets Division (CMD) and cover the Oklahoma territory. CMD focuses on creating retirement solutions for individuals, families, and businesses through product development, technology, service, and risk management. As a Field Wholesaler, you will sell mutual funds, fixed, and variable annuities across various channels, including wirehouses, independent firms, and banks. This is an existing role within a team of 12 professionals, including both Internal and Field Wholesaling colleagues.

Responsibilities

• Develop and maintain ongoing relationships with Financial Professionals and key broker/dealers within the territory.
• Conduct 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 Independent Planners, Banks, and Wirehouse firms.
• Represent CMD's three core lines of business: Variable Annuities, Fixed Annuities, and Mutual Funds.
• Collaborate effectively with an Internal Wholesaler, other Field Wholesalers, and Sales Management.
• Efficiently leverage a wide array of business tools and resources.

Requirements

• Bachelor's Degree.
• 5 or more years of direct sales/marketing experience wholesaling variable and/or fixed annuities or mutual funds to wirehouses, banks, and the broker/dealer community.
• Working knowledge of the Salesforce platform and other customary business software (e.g., Outlook).
• Strong presentation skills.
• Ability to work independently.
• Proven track record of success.
• Outgoing, adaptive, goals-based individual with exceptional interpersonal communication skills.
• Required Licenses: Series 6 or 7, 63, and Variable Contracts licenses.

Compensation

• Base Salary: $80,000
• Incentive Pay: Commission and other incentive pay in addition to the base salary.
• Base Pay Range: The provided base pay range is a good faith estimate. Actual compensation will depend on factors such as experience, qualifications, and geographic location. Most employees are eligible for additional incentive pay.

Benefits

Your wellbeing is important to Pacific Life. We offer flexible benefits that can be tailored to your needs, covering your physical, financial, emotional, and social wellbeing.

• Health & Wellbeing: Medical, Dental, Vision, and a Wellbeing Reimbursement Account.
• Paid Time Off: Generous options including Paid Time Off, Holiday Schedules, and Financial Planning Time Off.
• Family Support: Paid Parental Leave and Adoption Assistance Program.
• Retirement Savings: Competitive 401k savings plan with company match and an additional company contribution.

EEO Statement

Pacific Life Insurance Company is an Equal Opportunity / Affirmative Action Employer, M/F/D/V. Qualified individuals with disabilities or disabled veterans have the right to request accommodation if unable or limited in their ability to use or access our career center.