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
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 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