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Internal Wholesaler- LID

Company: Pacific Life
Location: Aliso Viejo
Posted on: November 22, 2021

Job Description:

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 WFG team in Aliso Viejo, CA. This role will have the option to split time between working remotely and working from the office each week.

As a WFG Internal Wholesaler, you'll being 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 meeting follow-ups, 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 WFG 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 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.



The required experience:

* 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



What will make you stand out:

* FINRA Series 6 license required, or must obtain within 90 days of FINRA registration


* College degree preferred.



More reasons to join:

At Pacific Life, the work we do matters. We work passionately each day to drive our company forward while enjoying job security, flexible scheduling, and great opportunities for career growth.

If you're seeking a thriving career doing the type of meaningful work that's all too rare at a Fortune 500 Company, Pacific Life is the place for you. If you are a self-starter who appreciates creativity and individuality in your colleagues - even better. We look forward to receiving your application.

You belong at Pacific Life

At Pacific Life we believe you belong.--- We foster a culture of belonging, a space where all employees are---empowered to be authentic.--- We embrace and celebrate diversity, create a culture of equity and inclusion, and value and respect every---employee.

Our workplace:

In 2020, we demonstrated agility and swiftly shifted to a working-from-home environment with little to no disruption.---Going forward, we will move toward a hybrid, digital-first workplace that encompasses flexible work policies, inclusive space design, and innovative technology solutions. At Pacific Life, we are pioneering a trail and challenging the status quo to build the next normal.

Want to learn more about life at Pacific Life? Take an inside look at our company culture: Instagram.com/lifeatpacificlife.

#LI-CY1

How We Help You Succeed:

We're fostering a culture of shared values across our company by providing generous compensation and comprehensive benefits that allow our employees to find fulfillment and security in personal life and career alike. These include:

* Competitive Salary and Benefits


* Work-Life Balance & Flexible Scheduling


* Medical, dental, and vision as part our commitment to 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 PTO and holiday pay


* Warm Colleagues & Inspiring Culture



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.#06022021

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

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