Field Wholesaler

1 week ago


Harrisburg, Pennsylvania, United States Pacific Life Insurance Company Full time
Job Title: Field Wholesaler

Pacific Life Insurance Company is seeking a talented Field Wholesaler to join our Consumer Markets Division, emphasizing in annuities and mutual funds, in several geographic markets.

About the Role:
  • Engage with Financial Professionals from 3 major distribution channels: Independent Planners, Financial Institutions, and Wirehouses
  • Represent 3 core lines of business (Variable Annuities, Fixed Annuities, and Mutual Funds)
  • Work as part of a team, in partnership with an Internal Wholesaler, other Field Wholesalers, and Sales Management
  • Efficiently leverage wide array of business planning tools, sales intelligence, and other resources
Requirements:
  • FINRA Series 7 or 6, 63, and Variable Contracts licenses required
  • Bachelor's Degree or equivalent experience
  • 5 or more years direct sales/marketing experience wholesaling variable and/or fixed annuities and/or mutual funds to Wirehouses, Financial Institutions, and/or Independent Planners
  • Working knowledge of the Salesforce platform and other tradition business application
  • Strong presentation skills, the ability to work independently, and a track record of success
Benefits:
  • Competitive base pay and incentives based on production
  • Generous paid time off options, including Paid Time Off, Holiday Schedules, and Financial Planning Time Off
  • Competitive 401k savings plan with company match and an additional contribution regardless of participation

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