FreshRemote.Work

Field Wholesaler

California-Remote

Job Description:

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.

We’re actively seeking a talented Field Wholesaler to join Pacific Life's Consumer Markets Division, emphasizing in annuities and mutual funds, in several geographic markets. The Consumer Markets Division leverages its strengths in product development, technology, service, and risk management to create retirement solutions for individuals, families, and businesses. With the guidance of financial professionals, customers have access to an array of annuities and mutual funds designed to help grow assets and to provide retirement income for financial independence.

We have opportunities in the following markets:

  • Northern California (San Francisco based)
  • Southern California (Los Angeles based)
  • Texas (Ft. Worth based)
  • Florida (Orlando based)
  • Pennsylvania (Philadelphia based)

These roles are all locally based, so candidates must live in the respective markets or be willing to relocate.

How you'll help move us forward:

  • Engage with Financial Professionals from 3 major distribution channels: Independent Planners, Financial Institutions and Wirehouses
  • Represent 3 core lines of business (Variable Annuities, Fixed Annuities and Mutual Funds)
  • Work as part of a team, in partnership with an Internal Wholesaler, other Field Wholesalers and Sales Management
  • Efficiently leverage wide array of business planning tools, sales intelligence and other resources

The experience you bring:

  • FINRA Series 7 or 6, 63, and Variable Contracts licenses required
  • Bachelor's Degree or equivalent experience
  • 5 or more years direct sales/marketing experience wholesaling variable and/or fixed annuities and/or mutual funds to Wirehouses, Financial Institutions, and/or Independent Planners
  • Working knowledge of the Salesforce platform and other tradition business application
  • Strong presentation skills, the ability to work independently and a track record of success
  • Outgoing, adaptive, goals-based individual with exceptional interpersonal communication skills.

Compensation:

The base pay for the role is $80,000. In addition, this role is eligible for incentives based on production, and the total target compensation …

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