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Internal Wholesaler

Company: Pacific Life
Location: Aliso Viejo
Posted on: March 19, 2020

Job Description:

Job Description
Internal Wholesaler Position - Life Insurance Division

Currently, we are seeking a talented Internal Wholesaler to join the WFG Channel in the Life Insurance Division in Aliso Viejo. The Life Insurance Division works with financial and insurance professionals to give families and businesses the life insurance coverage needed to help meet important financial protection, wealth accumulation, and wealth preservation goals.

POSITION SUMMARY:

* The Internal Wholesaler partners with the External Wholesaler to meet or exceed territory goals.

* Proactively markets life insurance products to existing and potential Producers/Financial Advisors, leads follow-up, relationship building, and driving own sales plans.

* Uses understanding of sales initiatives, business plan, product features, and sales story to support the overall efforts of the External Wholesaler across the WFG Channel to develop and grow the market.

* Manage and develop own farm team of potential Producers to increase overall production.

* Coordinates activities for marketing campaigns, seminars, and special marketing-related projects.

* Runs basic life insurance illustrations.

FACTORS FOR SUCCESS:

* Minimum 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 required.

* Proficiency of Microsoft Outlook, Word, and Excel.

* FINRA Series 6 license required, or must obtain within first 6 months of hire.

* College degree preferred.

* Fluent in Mandarin preferred

Benefits
Join the Pacific Life team and watch your career grow! We offer a competitive compensation and benefits package that includes: Competitive salary and bonus program Medical, dental, and vision as part our commitment in investing in the health and wellbeing of our employees Two retirement savings plans: 401k savings plan with company match and Company Retirement Contribution (company-paid) Generous vacation time and holiday pay And much more!

EEO Statement
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.

About Pacific Life
For more than 150 years, Pacific Life has offered innovative products and services including life insurance, annuities, and mutual funds, along with a variety of investment products, all of which provide The Power to Help You Succeed. We firmly believe each employee plays a part in our continued growth and success, and we pride ourselves in providing a work environment that is challenging, inclusive, collaborative, and results-oriented. With a powerful past and a strong future, Pacific Life offers an environment where you re empowered to achieve your personal best. In return, we look to your passion and insight to help us grow. For additional company information, including current financial strength ratings, visit www.PacificLife.com.

Keywords: Pacific Life, Aliso Viejo , Internal Wholesaler, Other , Aliso Viejo, California

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