[Remote] Workforce Benefits Sales Consultant - Broker Distribution (New England) at Pacific Life

Maine, United States

Pacific Life Logo
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Insurance, Workforce Benefits, Group BenefitsIndustries

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 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
  • Strong performance orientation and drive for results (stand out)
  • Strong analytical skills, with the ability to grasp complexities and perceive relationships among (stand out)

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 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

Skills

Sales
Broker Relationships
Distribution Strategy
Pipeline Management
RFP
Account Management
Business Development

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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