Field Wholesaler

Posted 20 Days Ago
Be an Early Applicant
Hiring Remotely in Massachusetts
Remote
80K-80K Annually
Senior level
Financial Services
The Role
The Field Wholesaler will sell mutual funds and annuities, develop relationships with financial professionals, and represent CMD's products in various sales channels.
Summary Generated by Built In

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. 

That’s why we’re actively seeking a talented Field Wholesaler to join Pacific Life's Consumer Markets Division (CMD) to cover the Northeast Massachusetts (Boston).

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.

As a Field Wholesaler you'll sell mutual funds, fixed and variable annuities within all channels (wirehouses, independent planners, and banks) within the territory. You will fill an existing role that sits on a team of 15 external wholesalers (Northeast Division). Your colleagues will include both Internal and Field Wholesaling professionals. You'll develop and maintain ongoing relationships with financial professionals and key broker/dealers within the region by making face-to-face and virtual sales visits as well as telephone calls. You'll also introduce new products through established and new broker/dealers. Finally, you'll attend and speak at national, regional, and office broker/dealer sales meetings.

How you'll help move us forward:

  • Engage with Financial Professionals from 3 major distribution channels, including Independent Planners, Banks and Wirehouse firms

  • Represent CMD's 3 core lines of business (Variable Annuities/RILA, 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 tools and resources

The experience you will bring:

  • Bachelor's Degree

  • 5 or more years direct sales/marketing experience wholesaling variable and/or fixed annuities or mutual funds

  • Working knowledge of the Salesforce platform and other customary business software such as Outlook

  • Strong presentation skills, the ability to work independently and a track record of success

  • Outgoing, adaptive, goals-based individual with exceptional interpersonal communication skills

  • Series 6 or 7, 63, and Variable Contracts licenses required

Compensation:

Compensation for this role includes a base salary of $80,000, with commission and other incentive pay in addition to the base salary.

#LI-AS1

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.

Top Skills

Microsoft Outlook
Salesforce
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The Company
HQ: Newport Beach, CA
3,447 Employees
Year Founded: 1868

What We Do

For more than 150 years, Pacific Life has helped millions of individuals and families with their financial needs through a wide range of life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Whether your goal is to protect loved ones or grow your assets for retirement, Pacific Life offers innovative products and services that provide value and financial security for current and future generations. Pacific Life counts more than half of the 100 largest U.S. companies as its clients and has been named one of the 2022 World’s Most Ethical Companies® by the Ethisphere Institute. For additional company information, including current financial strength ratings, visit www.PacificLife.com.

Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Client count as of June 2022 is compiled by Pacific Life using the 2022 FORTUNE 500® list.

Learn more about Pacific Life:
www.instagram.com/pacificlife
www.twitter.com/pacificlife
www.facebook.com/PacificLife
www.youtube.com/user/PacificLifeInsurance

Please review our social media guidelines: paclife.co/social

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