RIA Senior Wholesaler

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 RIA Senior Wholesaler to join our team. This is a 100% remote role, based in either the West or Great Lakes regions.

   
As an RIA Senior Wholesaler, you’ll play a key role in Pacific Life’s growth and long-term success, serving as part of a front-line sales team responsible for driving new, fee-based annuity sales through Registered Investment Advisors (RIAs) and Hybrid Broker Dealers. You’ll proactively market Pacific Life annuity solutions and cultivate business relationships with potential producers using consultative sales skills.

In this role. you’ll be expected to meet and exceed annual goals, with a focus on new business acquisition, year-over-year sales growth & profitability. If you have experience as a financial services sales professional working with fee-based Annuity experience and familiarity with the opportunities and challenges of distributing annuities in the RIA channel, you’re exactly who we’re seeking. Technical capabilities aside, if you’re an enthusiastic team player and self-starter who is highly motivated and accountable for new business development, and excited about the opportunity to develop a new business from the ground up, you’re a perfect fit for our team.
  
How you'll help move us forward:

• Build business with advisors/teams in the RIA & Hybrid Broker Dealer channel using a consultative sales process rooted in developing fundamental understanding of the needs of advisors and their clients

• Generate and maintain high volume of sales activity including phone calls, virtual meetings, office visits, seminars and conferences; successfully utilize and leverage CRM to track all activity, opportunities, and sales pipeline

• Strong understanding of investing principles and portfolio construction, and ability to demonstrate how annuities fit within the context of investment portfolios

• Manage business and sales budget

• Exhibit strong fundamental knowledge of Pacific Life Solutions in …