Insurance Sales Professional

1 week ago


Newport Beach, California, 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 people-first culture. This hybrid position involves working 3 days a week in our office, providing support to our Consumer Markets Division (CMD) sales team.

Key Responsibilities
  • Assist advisors by making outbound prospecting calls, campaign and appointment calls to advisors of specific Field Wholesaler/Internal Wholesaler teams.
  • Provide overall support to the department interns.
  • Shadow Internal Wholesalers to gain 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
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.
  • Generous paid time off options, including Paid Time Off, Holiday Schedules, and Financial Planning Time Off.
  • Paid Parental Leave and an Adoption Assistance Program.
  • Competitive 401k savings plan with company match and an additional contribution regardless of participation.


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