Sales Associate

1 month ago

Newport Beach, United States Pacific Life Full time
Job Description:

Pacific Life is investing in bright, agile, and diverse new talent to ensure we continue to innovate and strengthen relationships with our policyholders. That's why we're actively seeking skilled Sales Associates to join our team and take part in our people-first culture. This role is a hybrid position, with 3 days per week in our Newport Beach, CA office.

The Sales Associate position could be your opportunity to start a career in the Financial Services industry at a Fortune 500 company that has been in business for over 150 years. Our Sales Associates provide support to our Consumer Markets Division (CMD) sales team. The team includes the Internal Wholesaling Management Team and Regional Internal and External Wholesalers. You'll assist advisors by making outbound prospecting calls, campaign and appointment calls to advisors of specific Field Wholesaler/Internal Wholesaler teams, and other activities to support the CMD sales team.

We'll also support you with paid study time and mentorship to help you obtain FINRA Securities Industry Essentials exam (SIE), Series 6/7, and Series 63.

The base pay range for this role is $22.45-$27.45.

What You'll Do
  • Assist advisors by providing support to the Wholesaling Teams
  • Make outbound prospecting/cross-selling, campaign and appointment calls to advisors at the direction of specific Field Wholesaler/Internal Wholesaler teams
  • Provide overall support to the department interns
  • Shadow Internal Wholesalers to get an understanding of how to become successful in selling our products to our client base
Tech & Tools You'll Use
  • Outlook
  • Microsoft Word & Excel
  • Salesforce
Required experience:
  • Must obtain FINRA Securities Industry Essentials exam (SIE), Series 6/7, and Series 63 License in first 3 months of position
  • Strong communication skills, both written and verbal
  • Ability to build relationships over the phone
  • Ability to prospect for leads and follow up on them
  • Strong organizational skills
Preferred experience:
  • Interest in annuity and mutual funds strongly preferred
  • College degree strongly preferred
Base Pay Range:

The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

Your Benefits Start Day 1

Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.
  • 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.

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