Assist advisors by providing support to the Wholesaling Teams
Make outbound prospecting/cross-selling, campaign and appointment calls to advisors at the direction of specific Field Wholesaler/Internal Wholesaler teams
Provide overall support to the department interns
Shadow Internal Wholesalers to get an understanding of how to become successful in selling our products to our client base
Tools You'll Use
Outlook
Microsoft Word & Excel
Salesforce
Required Skills and Experience:
Must be willing and able to obtain FINRA Securities Industry Essentials exam (SIE), Series 6/7, and Series 63 License within 90 days of starting the position
Strong communication skills, both written and verbal
Ability to build relationships over the phone
Ability to prospect for leads and follow up on them
Strong organizational skills
Preferred Experience:
Interest in annuity and mutual funds strongly preferred
College degree strongly preferred
#LI-SD
Base Pay Range:
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.
Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
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
You Can Be Who You Are
We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.
What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife
EEO Statement:
Benefits
Health insuranceDental insuranceVision insurance401(k)Flexible scheduleParental leave
Additional Information
Job Description:
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.
We're actively seeking talented Sales Associates to join our Sales Associate team in Omaha, NE.
The Sales Associate position could be your opportunity to start a career in the Financial Services industry at a Fortune 500 company that has been in business for over 150 years. Our Sales Associates provide support to our Consumer Markets Division (CMD) sales team. The team includes the Internal Wholesaling Management Team and Regional Internal and External Wholesalers. You'll assist advisors by making outbound prospecting calls, campaign and appointment calls to advisors of specific Field Wholesaler/Internal Wholesaler teams, and other activities to support the CMD sales team.
We'll also support you with paid study time and mentorship to help you obtain FINRA Securities Industry Essentials exam (SIE), Series 6/7, and Series 63.
The base pay range for this role is $22.45-$27.45.
Please note that pay will vary by location, and level (level I or II).
Pacificlife · Omaha Ne-6750