Pacific Life
life insurance, parental leave, paid time off, 401(k)
United States, North Carolina, Charlotte
Job Description Pacific Life is looking to invest in bright, agile new talent to ensure we continue to innovate and strengthen relationships with our policyholders. It's in this spirit that we are currently looking to add a skilled RIA Senior Advisory Consultant to our team.
As RIA Senior Advisory Consultant, you'll play a key role in Pacific Life's growth and long-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, and 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
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 pay range 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.
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
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.
Helping all candidates find great careers is our goal. The information you provide here is secure and confidential.
We are now directing you to the original job posting. Please apply directly for this job at the employer’s website.
#J-18808-Ljbffr
United States, North Carolina, Charlotte
Job Description Pacific Life is looking to invest in bright, agile new talent to ensure we continue to innovate and strengthen relationships with our policyholders. It's in this spirit that we are currently looking to add a skilled RIA Senior Advisory Consultant to our team.
As RIA Senior Advisory Consultant, you'll play a key role in Pacific Life's growth and long-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, and 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
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 pay range 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.
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
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.
Helping all candidates find great careers is our goal. The information you provide here is secure and confidential.
We are now directing you to the original job posting. Please apply directly for this job at the employer’s website.
#J-18808-Ljbffr