Senior Wholesaler Concierge Desk Associate

Job Description:

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. Why? 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.

How you'll help move us forward:

• Support the external field force as well as the internal sales teams as the central point of contact for one-on-one assistance with sales enablement programs, tools and technologies
• Field questions from the sales team regarding sales enablement tools and processes
• Manage requests and act as a liaison with internal stakeholders to bring successful resolution to complex and or cross-functional problems (Sales, Operations, Marketing, Salesforce COE, etc.)
• Perform extensive front-line investigations into technical issues, and log cases with accurate information to provide a full record of each issue and resolution, while ensuring every interaction is of the highest quality
• Coordinate with Corporate IT and Salesforce COE to ensure tech and systems access is in place for onboarding of sales employees
• Maintain a deep understanding of the enablement programs, sales tools and technologies available to the sales team and how they integrate

The experience you bring:

• FINRA Series 6/7, Series 63, and SIE required
• Minimum 3-5 years of sales/marketing experience in a Financial Services environment, preferably with Life or Annuities experience
• Working knowledge of the various tools, processes and technologies to support the field sales team (e.g. Salesforce, Tableau, Excel, Business Planning Dashboard, NBA, Seismic, territory management, Continuing Education (CE), PL websites, Ensight, etc.).
• Undergraduate degree in Marketing, Economics or Finance, or equivalent Financial Industry experience
• Demonstrated ability to think strategically and align internal resources
• Strong focus on customer experience and keen attention to detail
• Strong business acumen and ability to create efficient and repeatable processes and controls
• Analytical and technical mindset that helps you meticulously troubleshoot and evaluate issues quickly, efficiently and accurately
• Resourceful with proven ability to tackle difficult questions/issues on your own; driven to work hard with minimum supervision
• Effective written communication to translate complex concepts and processes into easily digestible content

What makes you stand out:

• Life Insurance and/or Variable Products license Preferred
• Team player, adaptable and have an amazing work ethic. You can identify where help is needed and are motivated to pitch in, coach, and train your peers.

Base Pay Range:

The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

Your Benefits Start Day 1  
 

Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.

• Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents

• Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off

• Paid Parental Leave as well as an Adoption Assistance Program

• Competitive 401k savings plan with company match and an additional contribution regardless of participation

EEO Statement:

Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.