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Pacific Life · 3 hours ago

Internal Wholesaler - Life

Newport Beach, CA

Full-time

Onsite

Mid Level

$73K/yr - $95K/yr

3+ years exp

Pacific Life is a company focused on providing for loved ones and planning rewarding retirements. The Internal Wholesaler II will proactively market life insurance products to financial professionals, develop relationships, and meet sales goals within assigned regions.

FinanceFinancial ServicesInsurance

Comp. & Benefits

Responsibilities

Works to achieve all assigned territory sales goals

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

Attempts to turn every touch into a sales opportunity or enhancing the field relationship

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

Seeks out opportunities through relationship building and prospecting

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

Follows up on commitments, illustrations and informal cases

Farm team list execution

Ability to host their own virtual meetings with Advisors and/or POS

Actively helps managing calendars in conjunction with the FW, Sales Associates or Schedule (as applicable)

Consistently achieves minimum activity levels as communicated by leadership

Identifies their own personal/professional development goals and creates and executes 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

Territory managementSales experienceLife insurance knowledgeFINRA licensesNetworking skillsProfessionalismRelationship buildingCommunication skillsSelf-motivation