Skip to main content
Pacific Life

Field Wholesaler - NY Metro Territory – Brooklyn/Bronx/Westchester

RemoteUnited States only
Published
Role
Sales
Experience
Senior
Employment
Full-time
Company size
Enterprise
$80k/yr
Check eligibility

Open to US only. Set where you work from to check your eligibility.

No BS summary

Field wholesaler selling variable & fixed annuities and mutual funds to Wirehouses, Banks and Independent broker/dealers in the NY Metro (Brooklyn/Bronx/Westchester). Requires 5+ years wholesaling financial products, Series 6/7, 63 and Variable Contracts licenses. Remote US role covering specified NY territory.

Core skills

annuities wholesaling

Required skills

variable annuitiesfixed annuitiesmutual fundsSalesforce

Optional skills

presentation skillsbusiness software proficiency

What you'll do

  • Sell RILA, variable & fixed annuities, and mutual funds to all channels (Independent, Banks, & Wirehouses) within the territory.
  • Develop and maintain ongoing relationships with financial professionals and key broker/dealers via face-to-face and virtual sales visits.
  • Introduce new products through established and new broker/dealer partners.
  • Attend and speak at national, regional, and office broker/dealer sales meetings.
  • Work as part of a team in partnership with an Internal Wholesaler, other Field Wholesalers and Sales Management.
  • Efficiently leverage wide array of business tools and resources.

What they require

  • Bachelor's Degree
  • 5 or more years direct sales/marketing experience wholesaling variable and/or fixed annuities or mutual funds to Wirehouses, Banks, and Independent broker/dealer community
  • Working knowledge of the Salesforce platform and other customary business software.
  • Strong presentation skills, the ability to work independently and a track record of success
  • Outgoing, adaptive, goals-based individual with exceptional interpersonal communication skills
  • Series 6 or 7, 63, and Variable Contracts licenses required

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 and Adoption Assistance Program
  • Competitive 401k savings plan with company match and an additional contribution regardless of participation
  • Most employees are eligible for additional incentive pay

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.

FinanceEnterprisepacificlife.com/
$80k/yr