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Internal Wholesaler - Life

$67k

Pacific Life Insurance Co

Responsibilities Works to achieve all assigned territory sales goals Works towards mastering every aspect of the IW Sales process to be a consultative business partner to our financial professionals Attempts to turn every touch into a sales opportunity or enhancing the field relationship Adds value to every call by identifying sales opportunities, such as identifying the ideal client for each of our concepts Seeks out opportunities through relationship building and prospecting Region ownership/Accountable for success in their assigned region(s) Follows up on commitments, illustrations and informal cases Farm team list execution Ability to host their own virtual meetings with Advisors and/or POS Actively helps managing calendars in conjunction with the FW, Sales Associates or Schedule (as applicable) Consistently achieves minimum activity levels as communicated by leadership Identifies their own personal/professional development goals and creates and executes a plan to work towards them Engaged and available during agreed upon business hours based on geographic coverage needs Adheres to Pacific Life Code of Conduct, as well as industry and regulatory agency guidelines. Qualifications Expert level territory management Higher level relationship-building and networking skills In-depth concept and product and illustration knowledge Viewed as a resource within the team/channel Actively participates in department initiatives Promotes Pacific Life culture Sought out by other IWs to help them improve IW skills/mentorship Demonstrates self-awareness and professionalism Displays initiative FINRA SIE, Series 6/7 and 63 License (required within 90 days of hire) Minimum 3 years of sales experience in a Financial Services environment, preferably with a life insurance background Self-motivated, goal-oriented Sales Professional Ability to work in a fast-paced, changing environment Demonstrate excellent verbal and written communication skills Flexible and professional demeanor Location & Compensation Omaha: Internal Wholesaler I – $67,000 (target $88,300); Internal Wholesaler II – $73,000 (target $96,100) Newport Beach: Internal Wholesaler I – $71,000 (target $92,300); Internal Wholesaler II – $77,000 (target $100,100) Charlotte: Compensation under development. The base pay range stated represents the company's good faith minimum and maximum range for this role at posting time. Actual compensation offered will depend on factors such as experience, qualifications and geographic location. Benefits Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation EEO Statement Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company. #J-18808-Ljbffr Pacific Life

Vacancy posted 18 hours ago
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