What are the responsibilities and job description for the Internal Wholesaler position at Pacific Life?
Job Description
Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We’re actively seeking a talented Internal Wholesaler to join our team in Newport Beach, CA. This role can be on-site or hybrid.
As a Life Insurance Internal Wholesaler, you will be in a sales support role and play a key part in Pacific Life’s growth and long-term success by helping to drive sales results in partnership with an external wholesaler. You will be responsible for developing marketing campaigns, driving sales results through Financial Advisor meetings, and moving the sales process through proactive activity. You will be an extension of your external wholesaler through messaging, sales follow-up cadence, and marketing campaigns with potential Agents. You will also be responsible for creating and hosting webinars to provide education and uncover new opportunities.
Essential Duties And Responsibilities
At Pacific Life we are committed to a culture of belonging, a space where all employees are empowered to be authentic. One way we cultivate an inclusive culture is through our employee connection groups. The purpose of these employee-led groups is to offer a place to build community, connection, camaraderie, and a sense of belonging. Each group can be active in education, advocacy, recruitment, and community building throughout our organization. Learn more about our employee connection groups at https://www.pacificlife.com/home/corporate-responsibility/diversity-equity-inclusion.html.
Want to learn more about life at Pacific Life? Take an inside look at our company culture: Instagram.com/lifeatpacificlife.
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.
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.
Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We’re actively seeking a talented Internal Wholesaler to join our team in Newport Beach, CA. This role can be on-site or hybrid.
As a Life Insurance Internal Wholesaler, you will be in a sales support role and play a key part in Pacific Life’s growth and long-term success by helping to drive sales results in partnership with an external wholesaler. You will be responsible for developing marketing campaigns, driving sales results through Financial Advisor meetings, and moving the sales process through proactive activity. You will be an extension of your external wholesaler through messaging, sales follow-up cadence, and marketing campaigns with potential Agents. You will also be responsible for creating and hosting webinars to provide education and uncover new opportunities.
Essential Duties And Responsibilities
- The Internal Wholesaler partners with the External Wholesaler to drive sales activity in the assigned territory.
- Proactively markets life insurance products to existing and potential Producers/Financial Advisors, leads follow-up, relationship building, and driving your own sales plans.
- Use understanding of sales initiatives, business plan, product features, and sales story to support the overall efforts of the External Wholesaler across your assigned Channel to develop and grow the market.
- Manage and develop your own “farm team” of potential Producers to increase overall production.
- Coordinate activities for marketing campaigns, seminars, and special marketing-related projects.
- Run life insurance illustrations.
- Minimum of 2 years of experience in a Financial Services environment, preferably in Life Insurance.
- Previous Financial sales/marketing experience.
- Strong verbal communication skills to educate and influence sales.
- Strong organizational and time management skills
- Proficiency of Microsoft Outlook, Word, and Excel
- Salesforce experience is a plus
- FINRA Series 6 license required.
- Life Insurance license is required.
- College degree preferred.
- Previous Life Insurance experience.
At Pacific Life we are committed to a culture of belonging, a space where all employees are empowered to be authentic. One way we cultivate an inclusive culture is through our employee connection groups. The purpose of these employee-led groups is to offer a place to build community, connection, camaraderie, and a sense of belonging. Each group can be active in education, advocacy, recruitment, and community building throughout our organization. Learn more about our employee connection groups at https://www.pacificlife.com/home/corporate-responsibility/diversity-equity-inclusion.html.
Want to learn more about life at Pacific Life? Take an inside look at our company culture: Instagram.com/lifeatpacificlife.
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
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.
