Pacific Life

Sr. Field Wholesaler

Rhode Island, United States

Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, InsuranceIndustries

Requirements

Candidates must possess a Bachelor's Degree and have at least 5 years of direct sales/marketing experience wholesaling variable and/or fixed annuities or mutual funds. A working knowledge of the Salesforce platform and other customary business software, strong presentation skills, the ability to work independently, and a track record of success are required. Additionally, candidates must hold Series 6 or 7, 63, and Variable Contracts licenses. Exceptional interpersonal communication skills and an outgoing, adaptive, goals-based personality are also essential.

Responsibilities

The Field Wholesaler will sell mutual funds, fixed and variable annuities within various channels, including wirehouses, independent planners, and banks, within the assigned territory. They will develop and maintain ongoing relationships with financial professionals and key broker/dealers through face-to-face and virtual sales visits, as well as telephone calls. The role involves introducing new products, attending and speaking at national, regional, and office broker/dealer sales meetings, representing the company's core lines of business, and partnering with Internal Wholesalers and other Field Wholesalers.

Skills

Sales
Annuities
Mutual Funds
Relationship Management
Broker/Dealer Relations
Product Introduction
Sales Meetings

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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