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 is $200,000+ depending on success in the role.
Base Pay Range:
The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.
Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing 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
EEO Statement:
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.
ApplyJob Profile
Must live in respective markets Willing to relocate
Benefits/Perks401k savings plan with company match Adoption Assistance Adoption Assistance Program Benefits start day 1 Career with purpose Dental Financial Planning Time Off Flexible benefits Generous paid time off Health and well-being prioritization Holiday Schedules Incentive pay Medical Paid parental leave Paid Time Off Parental leave Start day 1 Vision Wellbeing Reimbursement Account
Tasks- Collaborate with internal wholesalers
- Development
- Engage with financial professionals
- Represent core lines of business
Annuities Business Planning Business planning tools Communication Financial Planning Insurance Interpersonal Interpersonal Communication Life Insurance Marketing Mutual funds Presentation Product Development Risk Management Sales Salesforce Sales intelligence Service Technology
Experience5 years
EducationBachelor's Bachelor's degree Equivalent experience Risk Management
CertificationsFINRA Series 6 FINRA Series 63 FINRA Series 7 Series 7 Variable contracts license Variable contracts licenses
TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9