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Internal Associate Jobs in California (NOW HIRING)

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Internal Associate information

Are internal associate positions entry level?

Internal associate positions are often entry-level roles that require basic skills in communication, organization, and teamwork. They typically do not require extensive prior experience and may serve as a starting point for a career in finance, administration, or related fields, often involving on-the-job training. However, some companies may prefer candidates with relevant internships or certifications depending on the specific role.

What is an internal associate?

Internal Associates are professionals who typically work within financial services firms, such as asset management or investment companies, supporting sales and client relations teams. Their main responsibilities include assisting external sales representatives, managing client accounts, preparing presentations, and providing product information to clients and advisors. Internal Associates often serve as a key point of contact for clients, helping to address inquiries and ensure smooth communication between clients and the firm. This role is a common entry point for those looking to build a career in sales or relationship management within the financial industry.

How does an internal associate typically collaborate with financial advisors and other team members?

Internal Associates frequently work closely with financial advisors, providing them with product information, sales support, and training on new offerings. They also liaise with external wholesalers, marketing teams, and client service representatives to ensure a seamless flow of information and coordinated support. Strong communication skills and a team-oriented mindset are essential, as collaboration drives both client satisfaction and business growth. Regular meetings and shared goals help keep everyone aligned on priorities and performance metrics.

What is the difference between Internal Associate vs Financial Analyst?

AspectInternal AssociateFinancial Analyst
Required CredentialsBachelor's degree, relevant internshipsBachelor's degree in finance, accounting, or related field; CFA or CPA often preferred
Work EnvironmentCorporate offices, internal teamsFinancial institutions, consulting firms, corporate finance departments
Employer & Industry UsageBanking, consulting, corporate sectorsInvestment banks, asset management, corporate finance
Common Search & ComparisonYesYes

Internal Associates typically focus on supporting internal teams within corporations, handling administrative and operational tasks. Financial Analysts analyze financial data, prepare reports, and support investment or business decisions. While both roles require a finance-related degree, Financial Analysts often pursue certifications like CFA or CPA and work more directly with financial data and analysis. Understanding these differences helps job seekers identify the right career path based on their skills and interests.

What are the key skills and qualifications needed to thrive as an internal associate, and why are they important?

To thrive as an Internal Associate, you need a solid understanding of financial products, investment concepts, and client service, often supported by a bachelor's degree in finance or related fields. Familiarity with CRM systems, financial planning software, and securities licenses such as Series 7 and 63 are typically required. Strong communication, organizational, and relationship-building skills help Internal Associates excel in supporting external sales teams and interacting with clients. These competencies are crucial for ensuring effective client engagement, accurate information delivery, and seamless collaboration with both internal teams and external partners.

What are the most commonly searched types of Internal jobs in California?

The most popular types of Internal jobs in California are:

What are popular job titles related to Internal Associate jobs in California?

For Internal Associate jobs in California, the most frequently searched job titles are:

What job categories do people searching Internal Associate jobs in California look for?

The top searched job categories for Internal Associate jobs in California are:

What cities in California are hiring for Internal Associate jobs?

Cities in California with the most Internal Associate job openings:

Infographic showing various Internal Associate job openings in California as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 11% Part Time, 2% Temporary, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution.

SSA Sr Internal Sales Assoc

Pacific Life

Newport Coast, CA • On-site

Other

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired 1 day ago. Applications are no longer accepted.


Pacific Life rating

7.4

Company rating: 7.4 out of 10

Based on 14 frontline employees who took The Breakroom Quiz

229th of 308 rated insurance


Job description

Sr. Internal Sales Associate for Structured Settlements

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 believe in giving you ongoing opportunities to advance your career. Whether you want to take on broader responsibilities or grow in new directions, you are in the right place. Here at Pacific Life, we want to help you embrace your potential so you can achieve your personal best doing purposeful work - every day.

As a Sr. Internal Sales Associate for Structured Settlements, you'll play a key role in Pacific Life's growth and long-term success by developing relationships with consultants, partnering with our external and internal wholesalers to drive sales, and providing illustrations for structured settlement annuities and attorney fee products. You will join a team of 12 sales professionals in the Consumer Markets Division.

This role is hybrid, with one day per week in-office presence options of Newport Beach, CA or Omaha, NE.

How you'll help move us forward:

  • Develop relationships with consultants and partnering with our external and internal wholesalers to drive sales. Provide competitive quotes for structured settlement annuities and attorney fee products.
  • Drive education and engagement for our newly launched rider/benefit option via webinars, email and calls.
  • Partner with our legal team to review cases for acceptability under tax codes and compliance with Pacific Life guidelines.
  • Deliver exceptional customer service through calls and emails.
  • Possible opportunities for travel to attend firm and industry meetings.

The experience you bring:

  • Bachelor's degree in Business, Finance, Marketing or related field and 5 years' experience working in relationship management/sales.
  • Strong presentation, relationship-building, and problem-solving skills.
  • Professional with strong attention to detail and communication skills that works well independently and as part of a team.
  • You take initiative and approach challenges with resourcefulness, thriving in complex or evolving situations.

What makes you stand out:

  • Life insurance in resident state. If candidate does not have an active life license, they will be required to complete requirements within six months of hire.
  • Someone who is positive, personable, with a growth mindset.
  • A passion for personal and team growth, with a strong interest in learning and an eagerness to share knowledge both internally and externally through teaching, presenting, and/or training.
  • General insurance knowledge, preferably with tax and legal competency as it relates to structured settlement governing laws.
  • Certified Structured Settlement Consultant (CSSC) designation.

You can be who you are.

We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.

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.

$93,600.00 - $114,400.00

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

We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.

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.


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About Pacific Life

Sourced by ZipRecruiter

When you purchase life insurance and retirement solutions, you're buying a promise. A promise that today, tomorrow or ten years from now, we'll be there. For more than 150 years, our clients have trusted Pacific Life to protect what matters most to them - their families, their businesses, their futures.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Newport Beach, CA, US

Year founded

1868

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