Experience:
3-5 years of experience
Concerned about your lack of experience? Learn More...
Employment Type:
Full time
Posted:
1/18/2020
Job Category:
Accounting
Internal Wholesaler
(This job is no longer available)
Pacific Life | Omaha, NE
loading
loading
School
Major
Grad Date
 
 

Not sure what types of jobs you are interested in?


Explore Jobs
Based on Your Education

Follow This Company
Share

Job Description

Job Description

Retirement Solutions Division Internal Wholesaler

POSITION SUMMARY:

Uses consultative sales skills to proactively market Annuities & Mutual Funds to existing and potential Registered Representatives, including prospecting, cross selling, relationship building and obtaining sales commitments to meet territory sales goals. Uses understanding of sales initiatives and sales ideas to work in a partnership with Field Wholesaler(s) to keep market share and raise assets in the region(s.) Provides support to team members within channel and department.

FACTORS FOR SUCCESS:

* FINRA Series 6/7 and 63 License Required
* Strong investment background, preferably in Annuities and/or Mutual Funds
* Undergraduate degree in Finance, or equivalent Financial Industry experience
* Minimum 2 years experience in a Financial Services environment
* Previous Financial sales/marketing experience preferred
* Effective verbal communication skills to educate and influence sales
* Computer proficient in Excel and MS Word
* Life Insurance and Variable Products license preferred

About Pacific Life

Founded in 1868, Pacific Life provides life and health insurance products, individual annuities, mutual funds, group employee benefits, and offers to individuals, businesses, and pension plans a variety of investment products and services. A FORTUNE 500® company, Pacific Life counts 25 of the 50 largest U.S. companies as clients1 and is a member of IMSA (Insurance Marketplace Standards Association), whose membership promotes ethical market conduct for individual life insurance and annuities.