As a Field Wholesaler you'll sell mutual funds, fixed and variable annuities within all channels (wirehouses, independent, and banks) within the territory. You'll develop and maintain ongoing relationships with Reps and key broker/dealers within the region by making face-to-face and virtual sales visits as well as telephone calls. You'll also introduce new products through established and new broker/dealers. Finally, you'll attend and speak at national, regional, and office broker/dealer sales meetings.
5 or more years direct sales/marketing experience wholesaling variable and/or fixed annuities
Series 7 or 6, 63, and Variable Contracts licenses required.
Customer Relationship Management
MS Word
Record Keeping Skills
Time Management Skills
MS Excel skills
Verbal communication
Prioritizing skills
written communication
Problem Solving Skills
Detail Oriented and Organized
multitasker
According to JobzMall, the average salary range for a Wholesaler is $37,000 - $72,000 per year. This range is based on the factors such as the Wholesaler's experience, location, and industry.
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Pacific Life Insurance Company is an American insurance company providing life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans.
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