Internal Wholesaler II — Life Insurance Growth

Overview

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.

Pacific Life is the #1 Life Insurance Carrier in the country. Come work on the Sales Desk leading the industry

We’re actively seeking a talented Internal Wholesaler II to join our Life Insurance Sales Desk in Omaha, NE, Newport Beach, CA and our new location in Charlotte, NC.

As an Internal Wholesaler, you’ll move Pacific Life and your career forward by proactively marketing Pacific Life’s life insurance products and concepts to existing and potential financial professionals using consultative sales skills to meet sales goals, maintain and grow market share.

You will develop and maintain ongoing business relationships with financial professionals within assigned region(s). Additionally, increase advisor growth and cross-sell multiple product lines by identifying sales opportunities and help advisors identify ideal clients for our products.

How you’ll help move us forward:

Responsibilities

• Works to achieve all assigned territory sales goals
• Master every aspect of the IW Sales process to be a consultative business partner to our financial professionals
• Turns every touch into a sales opportunity or enhances the field relationship
• Adds value to every call by identifying sales opportunities, such as identifying the ideal client for each concept
• Seeks opportunities through relationship building and prospecting
• Region ownership/Accountability for success in assigned region(s)
• Follows up on commitments, illustrations and informal cases
• Farm team list execution
• Ability to host own virtual meetings with Advisors and/or POS
• Helps manage calendars in conjunction with the FW, Sales Associates or Schedule (as applicable)
• Consistently achieves minimum activity levels as communicated by leadership
• Identifies personal/professional development goals and creates an action plan
• Engaged and available during agreed-upon business hours based on geographic coverage needs
• Adheres to Pacific Life Code of Conduct and regulatory guidelines

Qualifications

• Expert level territory management
• High-level relationship-building and networking skills
• In-depth concept, product, and illustration knowledge
• Viewed as a resource within the team/channel
• Actively participates in department initiatives
• Promotes Pacific Life culture
• Sought out by other Internal Wholesalers to help them improve IW skills/mentorship
• Demonstrates self-awareness and professionalism
• Displays initiative

What makes you stand out

• FINRA SIE, Series 6/7 and 63 License (required within 90 days of hire)
• Minimum 3 years of sales experience in a Financial Services environment, preferably with a life insurance background
• Self-motivated, goal-oriented sales professional
• Ability to work in a fast-paced, changing environment
• Demonstrate excellent verbal and written communication skills
• Flexible and professional demeanor

You can be who you are.

We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife

Omaha:

Internal Wholesaler I - $67,000 with a target amount of $88,300

Internal Wholesaler II - $73,000 with a target amount of $96,100

Newport Beach:

Internal Wholesaler I - $71,000 with a target amount of $92,300

Internal Wholesaler II - $77,000 with a target amount of $100,100

Actively working on compensation for Charlotte

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 b