Sales Associate
| Company | Pacific Life |
|---|---|
| Location | Omaha, NE, USA |
| Salary | $22.45 – $27.45 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Entry Level/New Grad, Junior |
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
Responsibilities
- 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
Preferred Qualifications
- Interest in annuity and mutual funds strongly preferred
- College degree strongly preferred