IW Manager

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 a talented Internal Wholesaler (IW) Manager to join our team on-site in Newport Beach, CA.

As an IW Manager, you'll play a key role in Pacific Life's growth and long-term success as a people leader in the Consumer Markets Division. This position will fill an existing role and directly manage 11 Internal Wholesalers that specialize in Annuities and Mutual Funds.

You'll manage all aspects associated with the assigned Annuity and Mutual Fund Internal Wholesaling Teams within the Consumer Markets Division, with the ultimate goal of generating profitable sales within the Division.

How you'll help move us forward:

Essential Duties and Responsibilities:

• Lead and coach a team of Internal Wholesalers (IWs) within a sales channel who are engaged in proactively marketing annuity and mutual fund products, and building professional relationships with registered representatives.

• Develop skill levels of the members on your assigned team so that they are performing at the highest level considering both quantitative and qualitative measures.

• Build partnering relationships with Regional Sales Managers (RSMs), Field Wholesalers (FWs) and with other departments to grow sales and market share in our assigned territory.

• Achieve assigned sales goals

• Building and maintaining team morale, developing leaders on our teams utilizing formal professional development plans, and increasing the skill level of the IWs through targeted training and coaching, quality control and working to improve IW efficiency through the use of technology and sales enablement tools

• Developing each direct report toward being the best IW of their ability and toward their long term professional goals within Pacific Life

The experience you bring:

• FINRA Series 6/7 and 63 License Required

• Life Insurance and Variable Products license preferred

• Minimum six years of sales/marketing experience in a Financial Services environment, including investment background, preferably with Annuities and Mutual Funds

• Undergraduate degree in Marketing Economics or Finance, or equivalent Financial Industry experience

• Three to five years experience educating financial advisors on selling and marketing financial services products

• Demonstrated ability to communicate both verbally and in writing

What makes you stand out:

• Previous management experience, especially in financial services sales

Compensation:

The base salary for this role is $95,000. In addition, this role is eligible for incentive pay based on team and individual performance. Total target compensation for this role is $150,000+.

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

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.