RIA Senior Wholesaler

PacificLifeislookingtoinvestinbright,agilenewtalenttoensurewecontinuetoinnovateandstrengthenrelationships withourpolicyholders.It's in this spirit thatwe arecurrentlylookingto adda skilled RIA Senior Advisory Consultant to our team.

AsRIA Senior Advisory Consultant,you'll play a key role in Pacific Life'sgrowth andlong-term success, serving as part of a front-line sales team responsible for driving new, fee-based annuity sales through Registered Investment Advisors (RIAs). You'll proactively market Pacific Life annuity solutions and cultivate business relationships with potential producers using consultative sales skills.

In this role, you'll be expected to meet and exceed annual goals, with a focus on new business acquisition, year-over-year sales growth, & profitability. If you have experience as a financial services sales professional working with fee-based Annuities and familiarity with the opportunities and challenges of distributing annuities in the RIA channel, you're exactly who we're seeking. Technical capabilities aside, if you're an enthusiastic team player and self-starter who is highly motivated and accountable for new business development, and excited about the opportunity to develop a new business from the ground up, you're a perfect fit for our team.

*This is a remote role based in the West

What You'll Do

• Build business with advisors/teams in the RIA channel using a consultative sales process rooted in developing fundamental understanding of the needs of advisors and their clients

• Generate and maintain high volume of sales activity including phone calls, virtual meetings, office visits, seminars and conferences; successfully utilize and leverage CRM to track all activity, opportunities, and sales pipeline

• Strong understanding of investing principles and portfolio construction, and ability to demonstrate how annuities fit within the context of investment portfolios

• Manage business and sales budget

• Exhibit strong fundamental knowledge of Pacific Life Solutions in addition to macro-economic and market conditions, industry-related topics, and direct and indirect competitors

• Deliver persuasive presentations to prospective financial advisors, teams, back offices, and other centers of influence

• Create and execute quarterly business plans, including strategic travel rotation (25% - 50% travel expectation)

• Collaborate with internal stakeholders to provide insights that can help determine the direction of new offerings and services for the RIA channel

• Partner with wholesalers in other distribution channels to ensure coordinated, successful coverage of advisors, including dually-registered financial professionals, and share leads appropriately

Factors for Success

• BA/BS required, emphasis on finance or economics preferred

• Series 6 and/or 7 & 63 required; MBA, CFA, CFP, CIMA or other advanced designation strongly preferred

• 3+ years minimum experience intermediary sales experience covering RIAs and/or BDs with focus on advisory product sales

• Active RIA relationships preferred

• Working knowledge of clearing, custody, technology platforms and managed assets networks

• Superior written, verbal & interpersonal communication skills; excellent listening, profiling & closing skills

• Demonstrated level of investment/analytical understanding & ability to grasp and articulate complex topics

• Strong work ethic, high integrity, unimpeachable ethical standards

• Eager to employ & adapt to new technologies; highly engaged, enthusiastic and coachable team-oriented/relationship builder

Compensation:

The base payrange is between $120,000. In addition, this role is eligible for incentives based on production.The total target annualized compensation (base plus incentives) is $220,000 - $280,000.