Internal Wholesaler - Annuity
Pacific Life(6 months ago)
About this role
An Internal Wholesaler - Annuity at Pacific Life supports External Wholesalers by driving sales of annuity and mutual fund products through marketing campaigns and proactive advisor follow-ups. The role focuses on developing and maintaining relationships with financial professionals, increasing product penetration, and supporting regional sales growth from the Newport Beach or Omaha office.
Required Skills
- Marketing
- Sales
- Consultative Selling
- Relationship Building
- Cross-Selling
- Communication
- Organization
- Time Management
- Microsoft Outlook
- Excel
+1 more
Qualifications
- FINRA SIE
- Series 6
- Series 63
- College Degree Preferred
About Pacific Life
pacificlife.comFor nearly 160 years, Pacific Life has helped millions of individuals and families with their financial needs through a wide range of life insurance products, annuities, and employee benefits, and offers a variety of investment products and services to individuals, businesses, and pension plans.
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