Business Development Representative
1 week ago
Pacific Life is investing in talented professionals to strengthen relationships with our policyholders. We're seeking a Sales Associate to join our team and take part in our culture of innovation and collaboration. As a hybrid position, this role requires 3 days per week in our Omaha, NE office.
The Sales Associate position offers a chance to start a career in the Financial Services industry at a Fortune 500 company with over 150 years of experience. Our Sales Associates provide support to the Consumer Markets Division (CMD) sales team. You'll assist advisors by making outbound prospecting calls, campaign, and appointment calls, and other activities to support the CMD sales team.
We'll also support you with paid study time and mentorship to help you obtain the FINRA Securities Industry Essentials exam (SIE), Series 6/7, and Series 63. You'll work with a team that includes the Internal Wholesaling Management Team and Regional Internal and External Wholesalers.
Key Responsibilities
- Assist advisors by providing support to the Wholesaling Teams
- Make outbound prospecting/cross-selling, campaign, and appointment calls to advisors
- 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
- Outlook
- Microsoft Word and Excel
- Salesforce
- Must obtain FINRA Securities Industry Essentials exam (SIE), Series 6/7, and Series 63 License in the first 3 months of the 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
- Interest in annuity and mutual funds strongly preferred
- College degree strongly preferred
Pacific Life prioritizes your wellbeing and offers flexible benefits to meet your needs. You'll have access to a wellbeing reimbursement account, paid time off, holiday schedules, financial planning time off, paid parental leave, and an adoption assistance program. You'll also be eligible for a competitive 401k savings plan with a company match and additional contribution.
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