Field Wholesaler (Florida Gulf Coast) jobs in United States
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Pacific Life · 1 day ago

Field Wholesaler (Florida Gulf Coast)

positionUnited States
timeFull-time
remoteRemote
senioritySenior Level
money$80K/yr - $80K/yr
date5+ years exp

Pacific Life is a company focused on providing financial security and planning solutions. They are seeking a talented Field Wholesaler to join their Consumer Markets Division, responsible for selling mutual funds and annuities while developing relationships with financial professionals in the Florida Gulf Coast region.

FinanceFinancial ServicesInsurance
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Comp. & Benefits

Responsibilities

Engage with Financial Professionals from 3 major distribution channels, including Independent Planners, Banks and Wirehouse firms
Represent CMD's 3 core lines of business (Variable Annuities/RILA, Fixed Annuities and Mutual Funds)
Work as part of a team, in partnership with an Internal Wholesaler, other Field Wholesalers and Sales Management
Efficiently leverage wide array of business tools and resources

Qualification

Sales experienceAnnuities knowledgeMutual funds knowledgeSalesforce knowledgeLicenses Series 6Licenses 7Licenses 63Presentation skillsInterpersonal communicationIndependent workGoal-orientedTeam collaborationAdaptability

Required

Bachelor's Degree
5 or more years direct sales/marketing experience wholesaling variable and/or fixed annuities or mutual funds
Working knowledge of the Salesforce platform and other customary business software such as Outlook
Strong presentation skills, the ability to work independently and a track record of success
Outgoing, adaptive, goals-based individual with exceptional interpersonal communication skills
Series 6 or 7, 63, and Variable Contracts licenses required

Benefits

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

Company

Pacific Life

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Pacific Life Insurance is an insurance company that provides life insurance products, annuities, and mutual funds.
dateFounded in 1868
location
Newport Beach, California, USA
people-size1001-5000 employees
web-link
http://www.pacificlife.com/

Funding

Current Stage
Late Stage
Total Funding
$1.44B
2025-09-03Debt Financing· $750M
2025-06-18Debt Financing· $688.57M

Leadership Team

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Howard Hirakawa
Senior Vice President and Fund Advisor Operations
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Joe Krum
Senior Vice President & Managing Director, Global Institutional Investment Group
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Recent News

Pulse 2.0
Micruity: $20 Million Series A Raised For Advancing Retirement Income Solutions
2025-12-08
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Company data provided by crunchbase