Sales Associate – Entry Level
Pacific Life
full-time
Posted on:
Location Type: Office
Location: Omaha • California, New York • 🇺🇸 United States
Visit company websiteSalary
💰 $22 - $27 per hour
Job Level
Entry Level
About the role
- 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
Requirements
- Must obtain FINRA Securities Industry Essentials exam (SIE), Series 6/7, and Series 63 License in first 3 months of 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
- Interest in annuity and mutual funds strongly preferred
- College degree strongly preferred
Benefits
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
prospectingcross-sellingcampaign managementappointment setting
Soft skills
communicationrelationship buildingorganizational skills
Certifications
FINRA Securities Industry Essentials exam (SIE)Series 6 LicenseSeries 7 LicenseSeries 63 License