Internal Wholesaler - Annuity jobs in United States
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Pacific Life · 6 hours ago

Internal Wholesaler - Annuity

positionNewport Beach, CA
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
money$67K/yr - $90K/yr
date2+ years exp

Pacific Life is a company focused on providing for loved ones and planning rewarding retirements. They are seeking an Internal Wholesaler - Annuity to drive sales results and develop marketing campaigns in partnership with an External Wholesaler.

FinanceFinancial ServicesInsurance
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Comp. & Benefits

Responsibilities

Proactively marketing Pacific Life Annuity & Mutual Fund products to existing and potential producers using consultative sales skills to meet sales goals, maintain and/or grow market share and raise division assets
Developing and maintaining ongoing business relationships with financial professionals within their assigned region(s)
Increasing rep penetration and cross-selling multiple product lines by identifying sales opportunities and help advisors identify ideal clients for our products

Qualification

FINRA SIE licenseSeries 6 licenseSeries 63 licenseFinancial Services experienceSales/marketing experienceMicrosoft OutlookMicrosoft WordMicrosoft ExcelVerbal communication skillsOrganizational skillsTime management skills

Required

FINRA SIE, Series 6, and 63 licenses required
Minimum of 2 years of experience in a Financial Services environment, preferably Annuities and Mutual Funds
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

Preferred

College degree preferred

Benefits

Medical, Dental, Vision, and a 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
Private Capital Journal
Micruity announces US $20M Series A
2025-12-05
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CEDARst Launches $106M Bancroft Lofts with 218 Residences in San Diego
2025-11-22
Company data provided by crunchbase