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Pacific Life · 1 day ago

Internal Wholesaler

Newport Beach, CA

Full-time

Onsite

Mid Level

3+ years exp

Pacific Life is a company focused on providing for loved ones and planning rewarding retirements. The Internal Wholesaler will proactively market Annuity and Mutual Fund products, develop relationships with financial professionals, and achieve sales goals while maintaining market share.

FinanceFinancial ServicesInsurance

Comp. & Benefits

Responsibilities

Achieves all assigned sales goals

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

Attempts to turn every touch into a sales opportunity

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

Seeks out opportunities by prospecting and cross-selling

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

Follows up on commitments

Focus rep list execution

IW has a plan each day and executes to it

Has working knowledge of broker dealers, key competitors and industry/capital markets

Proactively manages the calendar in conjunction with the FW and Sales Associate

Achieves minimum activity levels as communicated by management

Identifies their own personal/professional development goals and creates 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

Qualification

FINRA SIE LicenseSeries 6/7 LicenseSeries 63 LicenseSales ExperienceFinancial Services KnowledgeConsultative Sales SkillsFlexible DemeanorVerbal CommunicationWritten CommunicationSelf-motivatedGoal-oriented