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Financial Services Associate

2 months ago

MagstattleBas, Grand Est, United States Pacific Life Full time
About the Role

Pacific Life is seeking a skilled Sales Associate to join our team and contribute to our company's success in the financial services industry. As a Sales Associate, you will play a crucial role in supporting our Consumer Markets Division (CMD) sales team by providing exceptional customer service and driving sales growth.

Key Responsibilities
  • 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 gain a deeper understanding of how to become successful in selling our products to our client base
Tech & Tools You'll Use
  • Outlook
  • Microsoft Word & Excel
  • Salesforce
Requirements
  • Must obtain FINRA Securities Industry Essentials exam (SIE), Series 6/7, and Series 63 License within the 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 Qualifications
  • Interest in annuity and mutual funds strongly preferred
  • College degree strongly preferred
Benefits
  • Prioritization of your health and well-being, including Medical, Dental, Vision, and Well-being 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