Internal 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.

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

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 helping advisors identify ideal clients for our products.

You will fill an existing role that sits on a team of 11 people in the Independent Producer Channel.

• 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

• 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

• 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

• Internal Wholesaler I – $67,000 with a target amount of $87,100
• Internal Wholesaler II – $73,000 with a target amount of $94,900

• Internal Wholesaler I – $70,000 with a target amount of $91,000
• Internal Wholesaler II – $76,000 with a target amount of $98,800

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…