[Remote] WBD Sales Consultant - Broker Distribution (Michigan) at Pacific Life

Michigan, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Insurance, Financial ServicesIndustries

Requirements

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
Inclination to seek and analyze data from a variety of sources to support decisions and align others with the organization's overall strategy
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
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 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
Based in the Michigan marketplace (100% remote with required travel)
What makes you stand out
Strong performance orientation and drive for results
Strong analytical skills, with the ability to grasp complexities and perceive relationships

Responsibilities

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 RVP 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 RFPs 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

Skills

Key technologies and capabilities for this role

SalesBroker RelationshipsDistribution StrategyPipeline ManagementRFPWorkforce BenefitsGroup Benefits

Questions & Answers

Common questions about this position

Is this position remote or does it require office work?

This role is 100% remote, with travel required, and the ideal candidate will be based in the Michigan marketplace.

What experience is required for this sales consultant role?

Candidates need 5+ years’ experience in group benefits sales with an established presence in the broker marketplace, plus a college degree in business management, finance, risk management, or equivalent work experience.

What is the salary or compensation for this position?

This information is not specified in the job description.

Who does this role report to and what is the team structure like?

You will report directly to the RVP of Broker Distribution and align with other Workforce Benefits Distribution resources.

What makes a strong candidate for this Broker Distribution sales role?

A strong candidate has 5+ years in group benefits sales with broker marketplace presence, a relevant college degree, proficiency in group products, and skills in building broker relationships and driving sales goals.

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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