Customer Acquisition Specialist
7 days ago
Pacific Life is seeking a skilled Sales Associate to join our team and contribute to our company's success. As a Sales Associate, you will play a critical 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
- Outlook
- Microsoft Word & Excel
- Salesforce
- 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
- Interest in annuity and mutual funds strongly preferred
- College degree strongly preferred
- 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
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