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Director, Internal Wholesaling - Retirement Services Division

Company: Pacific Life
Location: Omaha
Posted on: July 14, 2019

Job Description:

Director, Internal Wholesaling
Manage all aspects associated within the designated Internal Sales Channel of the Retirement Solutions Division. The channel is comprised of Internal Wholesalers, Sales Support and Managers located in Omaha and is responsible for generating profitable sales within the Division.
Principal duties include, but are not limited to, the following:

  • Utilize extensive knowledge of annuity and mutual fund products/features to achieve assigned sales goals and activity metrics.
  • Assist the AVP in the creation and management of the annual Department Budget, including maintaining staffing, overseeing authorized travel and events, etc.
  • Working closely with the Managers to achieve strategic and tactical initiatives associated with the Internal Wholesaling Department.
  • Development of leaders and teammates within our department utilizing personal development plans, encouraging the sales acumen of the team utilizing personal and collective coaching to inspire efficiency.
  • Partner with members of the Field Management and Field Wholesaling force to align sales activities and goals.
  • Continue to develop the (Intern/Sales Associate) programs so they can be relied on to provide a feeder pool for the Internal Wholesaling desk.
  • Understand, communicate and enforce current compliance requirements. The ideal candidate would have the following:
    Minimum 7 years sales management experience within the financial services industry, preferably with variable annuities and mutual funds
    • Ability to motivate, develop, and direct staff
    • Skilled in problem-solving and resolving complex issues
    • Strong written and verbal communication skills, and the ability to communicate with various levels of professionals
    • Ability to work effectively in a team supervision environment
    • Series 6 or 7, 63 and 24 required
    • College degree and/or equivalent experience preferred For more than 150 years, Pacific Life has offered innovative products and services including life insurance, annuities, and mutual funds, along with a variety of investment products, all of which provide The Power to Help You Succeed. We firmly believe each employee plays a part in our continued growth and success, and we pride ourselves in providing a work environment that is challenging, inclusive, collaborative, and results-oriented. With a powerful past and a strong future, Pacific Life offers an environment where you re empowered to achieve your personal best. In return, we look to your passion and insight to help us grow. For additional company information, including current financial strength ratings, visit the Pacific Life team and watch your career grow! We offer a competitive compensation and benefits package that includes: Competitive salary and bonus program Medical, dental, and vision as part our commitment in investing in the health and wellbeing of our employees Two retirement savings plans: 401k savings plan with company match and Company Retirement Contribution (company-paid) Generous vacation time and holiday pay And much more!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.

Keywords: Pacific Life, Omaha , Director, Internal Wholesaling - Retirement Services Division, Executive , Omaha, Nebraska

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