Internal Wholesaler
Pacific Life(2 months ago)
About this role
An Internal Wholesaler on the Annuity Team at Pacific Life supports distribution of annuity and mutual fund products to financial professionals within assigned regions. The role focuses on building and maintaining producer relationships to grow market share and division assets while aligning with the company’s mission to provide financial protection and retirement solutions.
Required Skills
- Consultative Selling
- Relationship Management
- Prospecting
- Cross-Selling
- Calendar Management
- Communication
- Regulatory Knowledge
- Product Knowledge
- Goal Orientation
- Time Management
Qualifications
- FINRA SIE
- Series 6
- Series 7
- Series 63
- Undergraduate Degree
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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