[Remote] Workforce Benefits Sales Consultant - Philadelphia at Pacific Life

Pennsylvania, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 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 professional manner
Based in the Philadelphia area (100% remote with required travel)

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

Skills

Key technologies and capabilities for this role

SalesBroker DistributionWorkforce BenefitsRelationship BuildingStrategy DevelopmentGroup BenefitsRevenue Growth

Questions & Answers

Common questions about this position

Is this position remote or does it require office work?

This role is considered to be 100% remote, as travel is required, and the ideal candidate will be based in the Philadelphia area.

What salary or compensation does this role offer?

This information is not specified in the job description.

What key skills are required for the Workforce Benefits Sales Consultant role?

Key skills include building and growing broker relationships, developing and executing broker-specific sales strategies, meeting sales goals, demonstrating proficiency in group products, and maintaining connections with internal teams like underwriting and product.

What is the company culture like at Pacific Life?

Pacific Life emphasizes collaboration, innovation, and pushing one another to transform the industry, offering a career with purpose, support, balance, and resources to make a positive impact.

What makes a strong candidate for this sales consultant position?

A strong candidate is a skilled sales professional with a customer-first mindset, experience in broker distribution, ability to build relationships, drive sales pipelines, and proficiency in group benefits products, ideally based in the Philadelphia area.

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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