Casey is a Senior Wholesaler at Pacific Life who began her sales career as a Sales Associate five years ago.
I am a Senior Wholesaler selling Pacific Life Annuities & Mutual Funds in Houston, East Texas, and parts of Southwest Louisiana. I graduated in 2017 from Kansas State and was recruited to come to Pacific Life as a Sales Associate. Since then, I was promoted to Internal Wholesaler and today I am a Senior Wholesaler.
I work alongside financial institutions and professionals to design plans for their clients (the general public) to help them reach their financial goals and objectives. Field wholesaling is a sales role, but it’s really more of a consultative role. I sit down with advisors to discuss Pacific Life products and strategies they can use with their clients at mass production but also on an individual client basis. I am supported by a great team: an Internal Wholesaler, Sales Associate, and Administrative Assistant.
What really helped me grow was asking people who had been in my position: “What did you do? How did you do it? What would you have done differently? How can I better myself?” I learned a lot from Internal Wholesalers when I was a Sales Associate. I networked and watched and learned exactly what they did. At about the six-month mark, I became an Internal Wholesaler.
I also went through the Sales Academy, which is a training program that you interview to get into as an Internal Wholesaler. The Sales Academy teaches you how to run a territory as if you were a Field Wholesaler and what it entails from Day 1 to Day 90. After I completed the program, I interviewed and became a Hybrid Wholesaler in Georgia. A Hybrid Wholesaler manages a smaller territory.
I was the first Hybrid Wholesaler to move to my prospective territory rather than flying out of Omaha to my territory for meetings. I was meeting with folks in person every day, running my territory as a traditional wholesaler would. When a job in Houston became available, I interviewed and was promoted. I moved to Houston in August of last year.
I’m from Kansas originally and I grew up rodeoing. I rodeoed all my life and had a full-ride scholarship to Kansas State for the rodeo team and then was a professional for a while. I always knew I wanted to live in Texas, for personal reasons, because that’s where the competitions are held. I made that known on Day 1 at Pacific Life, and here I am working in Texas!
I make my health a very large part of my life. Every single day when I wake up, I say a prayer and remind myself what I’m thankful for. I try to work out six days a week (I love Pilates and barre) and I eat well. I also make it a priority to focus on the things outside of work that I love, like setting aside time on the weekends for my horses and my friends. It’s all about making sure every aspect of your life is nurtured.
Casey earned the Rising Star Award at the 2023 National Sales and Awards Conference.
Casey grew up rodeoing and still competes.