Wholesale Account Director
BrightseedSalary not specified
Full Time
Senior (5 to 8 years)
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries
Requirements
- Basic computer knowledge
- Strong communication and interpersonal skills
- Highly organized
- Goal oriented
- Self-starter
- History of successful sales results
- Industry experience (5+ years in Life Insurance industry)
- Professional designations desirable
- Life and LTC licensed in territory states (Texas and Louisiana)
- Series 6 and 63 licenses
- Salesforce proficiency (required to capture activity and results)
- Broad industry knowledge of best practices, products, underwriting, and marketing of life insurance products
- Willingness to travel extensively
Responsibilities
- Manage and develop existing producer relationships
- Recruit new relationships to Pacific Life
- Grow the territory both vertically and horizontally
- Increase market share with existing relationships
- Provide education on products and services
- Offer marketing support
- Provide case design ideas
- Support underwriting fulfillment
- Assist with practice development
- Deliver customer service
- Execute marketing campaigns
- Attend company, industry, and intermediary meetings
- Speak in front of groups
- Work with internal sales, case design, and underwriting partners
- Collaborate with peers on sales ideas
- Develop and execute a business plan for the territory
- Recruit and develop new firms who likely do not currently sell life insurance
- Work with advisors and firms who already sell life insurance to incorporate Pacific Life into their client offering
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
Is this role remote or does it require office work?
This role is 100% remote, allowing you to stay connected to Pacific Life from your home office.
What licenses and experience are required for this position?
Candidates need 5+ years of life insurance industry experience, must be life and LTC licensed in territory states, and hold Series 6 and 63 licenses. Salesforce proficiency is required to capture activity and results.
What is the base pay range for this role?
The base pay range represents the company’s good faith minimum, but the full range is not specified in the job description.
What is the company culture like at Pacific Life?
Pacific Life emphasizes collaboration, innovation, diversity, equity, and inclusion, with people coming first and a commitment to a welcoming work environment.
What makes a strong candidate for the Regional VP role?
Strong candidates have strong communication and interpersonal skills, are highly organized, goal-oriented self-starters with a history of successful sales results and industry experience; professional designations are desirable.
Pacific Life
About Pacific Life
Newport Beach, CaliforniaHeadquarters
1868Year Founded
$189.4MTotal Funding
N/ACompany Stage
Fintech, Financial ServicesIndustries
1,001-5,000Employees
Benefits
Health Insurance
Paid Vacation
Paid Parental Leave
Adoption Assistance
401(k) Retirement Plan
401(k) Company Match
Risks
Increased competition in annuities market from companies like Prudential and MetLife.
Potential financial exposure from significant real estate investments.
Integration challenges with Selerix could affect customer satisfaction.
Differentiation
Pacific Life partners with T. Rowe Price for innovative Lifetime Income solutions.
Recognized as a top community-minded company, enhancing brand reputation and trust.
Real-time integration with Selerix improves benefits administration accuracy and efficiency.
Upsides
Lifetime Income solution attracts clients seeking secure retirement options.
Enhanced annuity products offer flexibility and growth, increasing product attractiveness.
Strong real estate financing position opens more sector opportunities.
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