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Internal Wholesaler – Annuity
Pacific Life. Proactively market Pacific Life Annuity & Mutual Fund products to existing and potential producers using consultative sales skills .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in consultative sales within the Financial Services sector, focusing on Annuities and Mutual Funds. Proven ability to build and maintain relationships with financial professionals while achieving sales goals and increasing market share.
Highest-signal resume keywords
FINRA SIE LicenseSeries 6 LicenseSeries 7 LicenseSeries 63 LicenseSales Experience in Financial Services
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Consultative Sales SkillsSales Goal AchievementMarket Share GrowthCross-SellingSales Opportunity Identification
Soft Skills
Self-MotivatedGoal-OrientedExcellent Verbal CommunicationExcellent Written CommunicationFlexible Demeanor
Certifications & Qualifications
FINRA SIESeries 6Series 7Series 63
Industry Keywords
AnnuitiesMutual FundsFinancial ProfessionalsSales PenetrationClient Identification
About the role
Key responsibilities & impact- Proactively market Pacific Life Annuity & Mutual Fund products to existing and potential producers using consultative sales skills
- Meet sales goals, maintain and/or grow market share, and raise division assets
- Develop and maintain ongoing business relationships with financial professionals within assigned regions
- Increase rep penetration and cross-sell multiple product lines
- Identify sales opportunities and help advisors identify ideal clients for Pacific Life products
Requirements
What you’ll need- FINRA SIE, Series 6/7 and 63 License
- Minimum 3 years of sales experience in a Financial Services environment, preferably with Annuities and Mutual Funds
- Undergraduate degree or equivalent Financial Industry experience
- Self-motivated, goal-oriented Sales Professional
- Ability to work in a fast-paced, changing environment
- Excellent verbal and written communication skills
- Flexible and professional demeanor
Benefits
Comp & perks- Incentive compensation in addition to annual salary
- Medical, Dental, Vision, and Wellbeing Reimbursement Account
- Paid Time Off
- Holiday Schedules
- Financial Planning Time Off
- Paid Parental Leave
- Adoption Assistance Program
- Competitive 401k savings plan with company match
- Additional 401k contribution regardless of participation
- Flexible benefits
- Four days in the office and one day at home