Workforce Benefits Sales Consultant - Broker Distribution

Position Overview

Pacific Life is seeking a skilled sales professional to support the growth of Broker Distribution within the Workforce Benefits organization. This role is integral to Pacific Life’s efforts to establish and grow a $1B revenue, profitable business in the Workforce Benefits market.

Employment Type

Full-time

Location Type

100% Remote

Location

Ideal candidate will be based in the Houston, Texas marketplace.

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 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 an appropriate number of broker meetings per week with assigned brokers.
• Drive a pipeline of an 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, and community activities.
• Perform other job-related duties or special projects as required.

Requirements

• 5+ years of experience in group benefits sales with an established presence in the broker marketplace.
• College degree with a 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.

Company Information

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. 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.

Reporting Structure

You will report directly to the RSM of Broker Distribution.