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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 activelyseeking atalentedInternal Wholesaler to join ourLife Insurance internal sales teamin Newport Beach, CA. This role is hybrid, with at least 2 days per week in the office. We believe in empowering our employees to get work done both in and out of the office.
As a Life Insurance Internal Wholesaler, you'll be in a sales support role and play a key part in Pacific Life's growth and long-term success by helping to drive sales results in partnership with an external wholesaler.You will be responsible for developing marketing campaigns, driving sales results through Financial Advisor meeting follow-ups, and moving the sales process through proactive activity. You will be an extension of your external wholesaler through messaging, sales follow-up cadence, and marketing campaigns with Financial Advisors. You will also be responsible for creating and hosting webinars to provide education and uncover new opportunities.
How you'll help move us forward:
The Internal Wholesaler partners with the External Wholesaler to meet or exceed territory goals
Proactively markets life insurance products to existing and potential Producers/Financial Advisors, leads follow-up activities, relationship building, and building and driving own sales plans
Uses understanding of sales initiatives, business plans, product features, and sales stories to support the overall efforts of the External Wholesaler across the Life Insurance Channel to develop and grow the market
Manages and develops own "farm team" of potential Producers to increase overall production
Coordinates activities for marketing campaigns, seminars, and special marketing-related projects
Runs life insurance illustrations
The experience you bring:
Minimum of 4 years of experience in a Financial Services environment, preferably in Life Insurance
Strong Life Insurance product knowledge
Previous Financial sales/marketing experience
Strong verbal communication skills to educate and influence sales
Strong organizational and time management skills
Proficiency of Microsoft Outlook, Word, and Excel
What makes you stand out:
FINRA Series 6 and 63 license required, or must obtain within90 days of FINRA registration
Life Insurance License is required, or must be obtained within 90 days of hire
LOMA Designation
College degree preferred
Life Insurance Internal Wholesaling or Case Design background
Compensation:
The base payrange is between $65,000- $70,000. In addition, this role is eligible for incentives based on production.The total target annualized compensation (base plus incentives) is $85,000-$91,000.
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.