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.

   
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 addition to macro-economic and market conditions, industry-related topics, and direct and indirect competitors

• Deliver persuasive presentations to prospective financial advisors, teams, back offices, and other centers of influence

• Create and execute quarterly business plans, including strategic travel rotation (50% travel expectation)

• Collaborate with internal stakeholders to provide insights that can help determine the direction of new offerings and services for the Advisory space

• Partner with wholesalers in other distribution channels to ensure coordinated, successful coverage of advisors, including dually-registered financial professionals, and share leads appropriately

The experience you bring:

• BA/BS required, emphasis on finance or economics preferred

• Series 6 and/or 7 & 63 required; MBA, CFA, CIMA or other advanced designation strongly preferred

• 3+ years minimum experience intermediary sales experience covering RIAs and/or BDs with focus on advisory product sales

• Active RIA relationships preferred

• Working knowledge of clearing, custody, technology platforms and managed assets networks

• Superior written, verbal & interpersonal communication skills; excellent listening, profiling & closing skills

• Demonstrated level of investment/analytical understanding & ability to grasp and articulate complex topics

• Strong work ethic, high integrity, unimpeachable ethical standards

• Eager to employ & adapt to new technologies; highly engaged, enthusiastic and coachable team-oriented/relationship builder

Compensation:

The base salary for this role is $120,000. In addition, this role is eligible for incentive compensation based on performance, with a total target compensation package of $300,000+, 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.