Financial Services Representative

4 days ago

Omaha, Nebraska, United States Pacific Life Full time

Role Overview:

Pacific Life is seeking a skilled Sales Associate to support our Consumer Markets Division (CMD) sales team. This role involves providing support to our advisors by making outbound prospecting calls, campaign and appointment calls, and other activities to drive 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 understanding of how to become successful in selling our products to our client base

Requirements:

  • 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 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
  • Competitive 401k savings plan with company match and an additional contribution regardless of participation

Pacific Life is an Equal Opportunity Employer:

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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