Internal Wholesaler - Life

Pacific Life Insurance Company$73K — $96K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 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 in life insurance.
  • Self-motivated, goal-oriented Sales Professional.
  • Ability to work in a fast-paced, changing environment.
  • Excellent verbal and written communication skills.

Responsibilities

  • Achieve assigned territory sales goals.
  • Master every aspect of the IW Sales process to assist financial professionals.
  • Turn each contact into a potential sales opportunity.
  • Identify sales opportunities and ideal clients for products during calls.
  • Engage in relationship-building and prospecting for new opportunities.
  • Own the success of assigned region(s).
  • Follow up on commitments and maintain communication with Advisors.

Benefits

  • Comprehensive health benefits including Medical, Dental, Vision, and a Wellbeing Reimbursement Account.
  • Generous paid time off including Holidays and Financial Planning Time Off.
  • Paid Parental Leave and Adoption Assistance Program.
  • Competitive 401k savings plan with company match and additional contributions.
Full Job Description

Job Description:

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:

  • Works to achieve all assigned territory sales goals

  • Works towards mastering every aspect of the IW Sales process to be a consultative business partner to our financial professionals

  • Attempts to turn every touch into a sales opportunity or enhancing the field relationship

  • Adds value to every call by identifying sales opportunities, such as identifying the ideal client for each of our concepts

  • Seeks out opportunities through relationship building and prospecting

  • Region ownership/Accountable for success in their assigned region(s)

  • Follows up on commitments, illustrations and informal cases

  • Farm team list execution

  • Ability to host their own virtual meetings with Advisors and/or POS

  • Actively helps managing calendars in conjunction with the FW, Sales Associates or Schedule (as applicable)

  • Consistently achieves minimum activity levels as communicated by leadership

  • Identifies their own personal/professional development goals and creates and executes a plan to work towards them

  • Engaged and available during agreed upon business hours based on geographic coverage needs

  • Adheres to Pacific Life Code of Conduct, as well as industry and regulatory agency guidelines.

The experience you bring:

  • Expert level territory management

  • Higher level relationship-building and networking skills

  • In-depth concept and 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 IWs 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


#LI-AS1

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 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

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

About Pacific Life Insurance Company

Pacific Life Insurance Company Careers

There has never been a more opportune time to join the dynamic team at Pacific Life Insurance Company—a leader in the insurance industry known for its commitment to innovation, leadership, and professional growth.

Work You’ll Do

Join Pacific Life Insurance Company’s esteemed team to assist in pioneering efforts that drive the insurance industry forward. At the intersection of technology, industry expertise, and digital innovation, Pacific Life Insurance Company stands as a beacon of transformative solutions and services. Lead in a unique position in the marketplace, leveraging deep industry knowledge and a commitment to digital innovation to enhance client experiences and outcomes. Engage with a diverse global team of business and technology advisors, helping clients navigate through their challenges with cutting-edge solutions. Collaborate with dedicated professionals who are at the forefront of integrating technology and insurance services to deliver exceptional results.

Introducing the Pacific Life Insurance Company Professional Growth and Development Initiative

The initiative aims to build a leading advisory team to guide some of the most well-known companies through their transformation journeys, utilizing innovative insurance solutions.

Do Innovative Work

Be part of a team that is not just the largest but the most knowledgeable in the insurance sector, with a focus on delivering targeted solutions through a depth and breadth of consulting experience that is unmatched.

Drive Innovation and Leadership

Work on a wide range of projects that harness the capabilities of Pacific Life Insurance Company’s robust technological and service-oriented frameworks.

Future-Proof Your Career

Advance your career with Pacific Life Insurance Company, where the opportunities for growth are vast, supported by comprehensive training, development, and certification programs.

Explore Job Opportunities and Internships

Discover various job opportunities and internship positions that allow you to bring your skills and passion to a team that values innovation and leadership. Pacific Life Insurance Company is committed to fostering a culture of diversity and inclusion, providing a platform for professional development and personal growth.

The Pacific Life Insurance Company Employment Experience

With a commitment to diversity training and a culture that promotes networking and professional growth, Pacific Life Insurance Company helps team members thrive in a supportive and dynamic environment. Clients and employees alike look to Pacific Life Insurance Company for leadership in creating industry-leading solutions that promote growth and innovation.

Stay Connected

Join the Team

Search open positions that match your skills and interests. Pacific Life Insurance Company seeks passionate, curious, creative, and solution-driven team players.

SEARCH PACIFIC LIFE INSURANCE COMPANY JOBS

Keep Up to Date

Stay informed with career tips, insider perspectives, and industry-leading insights you can put to use today—all from the professionals who work at Pacific Life Insurance Company.

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