Additional Information
Job Description:
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.
Pacific Life is seeking a skilled sales professional to support the growth of Broker Distribution within the Workforce Benefits organization. You will play an integral part in Pacific Life's efforts to establish and grow a $1B revenue, profitable business in the Workforce Benefits market. This role is considered to be 100% remote, as travel is required, and our ideal candidate for this role will be based in the Wisconsin marketplace.
As Workforce Benefits Sales Consultant - Broker Distribution you'll play a key role in the startup and long-term success of this business by working with leaders in the Workforce Benefits division to meet established goals and objectives. Your focus will be on building relationships, developing and executing broker specific strategies and driving growth toward sales goals within the Broker Distribution Channel. You are responsible for bringing our business to the broker market and meeting annual metrics-based sales objectives. The role will align with other Workforce Benefits Distribution resources to educate the Broker and GA marketplace around Pacific Life's Group Benefits value proposition and meet collective sales goals. You will report directly to the RSM of Broker Distribution.
How You'll Help Move Us Forward
Support the creation and execution of a strategy for Broker Distribution that helps meet new sales, retention, profitability and expense objectives.
Meet annual sales goals as established by the RSM of Broker Distribution.
Partner with Workforce Benefits Distribution resources to deliver the Workforce Benefits story to the broker community.
Continually work to strengthen, deepen, and grow broker relationships.
Execute appropriate number of broker meetings per week with assigned brokers.
Drive a pipeline of appropriate number of RFP's per month.
Build and advance local broker relationships to drive sales and increase the Pacific Life brand in your market.
Demonstrate proficiency in the group products sold by Pacific Life.
Maintain strong connections with underwriting, product, pricing, regulatory compliance, and actuarial pricing teams to ensure alignment on critical deliverables with your broker relationships.
Utilize established and innovative approaches, tools and partners to enable efficient, deliberate and robust growth objectives.
Bring a customer-first mindset: prioritize customer and broker viewpoints in decision-making.
Participate in ongoing industry and community activities to stay attuned to industry trends. Represent the company as needed with legislative platforms, industry events, community activities.
Perform other job-related duties or special projects as required.
The Experience You Bring
5+ years' experience in group benefits sales with an established presence in the broker marketplace
College degree with concentration in business management, finance, or risk management or equivalent work experience is required.
The inclination to seek and analyze data from a variety of sources to support decisions and to align others with the organization's overall strategy.
An entrepreneurial and creative approach to developing new, innovative ideas that will stretch the organization and push the boundaries within the industry.
Ability to seek opinions of others, process feedback and take smart risks.
A high degree of integrity and able to act in a transparent and consistent manner while always taking into account what is best for the organization.
Self-reflective and aware of his/her own limitations; leads by example and drives the organization's performance with an attitude of continuous improvement.
Mindset to enable breakthrough innovations and business models that create value for all stakeholders, continually challenging traditional approaches.
What Makes You Stand Out
Strong performance orientation and drive for results.
Strong analytical skills, with the ability to grasp complexities and perceive relationships among business and financial issues.
Known for ability to respectfully and confidently collaborate and easily communicate with various stakeholders.
Pacificlife · WI