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Pacific Life

Sales Associate - Entry Level

Reposted Yesterday
Be an Early Applicant
In-Office
Newport Beach, CA, USA
27-31 Hourly
Entry level
In-Office
Newport Beach, CA, USA
27-31 Hourly
Entry level
Sales Associates support the sales team by making prospecting and appointment calls, providing overall assistance, and shadowing internal wholesalers. They are required to obtain certain financial licenses within 90 days.
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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 onsite in Newport Beach, CA.

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 hourly pay for this role is $26.50 for level I and $30.50 for level II (with current SIE).

What You’ll Do

  • 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:

The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

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:

Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

HQ

Pacific Life Newport Beach, California, USA Office

700 Newport Center Drive, Newport Beach, CA, United States, 92660

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