Pacific Life · 2 days ago
Internal Wholesaler - Premier Partner
Newport Beach CA-700
Full-time
Onsite
Mid Level
$73K/yr - $95K/yr
3+ years expPacific Life is the #1 Life Insurance Carrier in the country. They are seeking a talented Internal Wholesaler II to join their Life Insurance Sales Desk to proactively market life insurance products and develop relationships with financial professionals to meet sales goals.
FinanceFinancial ServicesInsurance
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
Required
FINRA SIE, Series 6/7 and 63 License (required within 90 days of hire)
Minimum 3 years of sales experience in a Financial Services environment, preferably with a life insurance background
Self-motivated, goal-oriented Sales Professional
Ability to work in a fast-paced, changing environment
Demonstrate excellent verbal and written communication skills
Flexible and professional demeanor
Preferred
Expert level territory management
Higher level relationship-building and networking skills
In-depth concept and product and illustration knowledge
Viewed as a resource within the team/channel
Actively participates in department initiatives
Promotes Pacific Life culture
Sought out by other IWs to help them improve IW skills/mentorship
Demonstrates self-awareness and professionalism
Displays initiative
Benefits
Medical, Dental, Vision, and Wellbeing Reimbursement Account
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
Pacific Life Insurance is an insurance company that provides life insurance products, annuities, and mutual funds.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$1.44B2025-09-03Debt Financing· $750M
2025-06-18Debt Financing· $688.57M
Leadership Team
Howard Hirakawa
Senior Vice President, Fund Advisor Operations
Joe Krum
Senior Vice President & Managing Director, Global Institutional Investment Group
Recent News
Private Capital Journal
2025-12-05
Company data provided by crunchbase