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Workforce Benefits Sales Consultant - Broker Distribution (Houston)

Role overview

Qualifications

  • 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
  • Strong analytical skills with the ability to grasp complexities and perceive relationships among business and financial issues
  • Ability to seek opinions of others, process feedback and take smart risks

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 Sales Leadership
  • Partner with Workforce Benefits Distribution resources to deliver the Workforce Benefits story to the broker community
  • Drive a pipeline of appropriate number of RFP’s per month

Key facts

Other skills

  • Sales
  • Strategic Planning
  • Analytical Skills
  • Collaboration
  • Entrepreneurship
  • Innovation
  • Communication
  • Relationship Building
  • Teamwork

About the company

Pacific Life logo

Pacific Life

Insurance

For more than 150 years, Pacific Life has helped millions of individuals and families with their financial needs through a wide range of life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Whether your goal is to protect loved ones or grow your assets for retirement, Pacific Life offers innovative products and services that provide value and financial security for current and future generations. Pacific Life counts more than half of the 100 largest U.S. companies as its clients and has been named one of the 2023 World’s Most Ethical Companies® by the Ethisphere Institute. For additional company information, including current financial strength ratings, visit www.PacificLife.com. Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Client count as of June 2022 is compiled by Pacific Life using the 2022 FORTUNE 500® list. Learn more about Pacific Life: www.instagram.com/pacificlife www.twitter.com/pacificlife www.facebook.com/PacificLife www.youtube.com/user/PacificLifeInsurance Please review our social media guidelines: paclife.co/social

Company details

Company typeXLarge
IndustryInsurance
Company size1001 - 5000

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Job description

Job Description:

Pacific Life is seeking a skilled sales professional to support the growth of Broker Distribution within the Workforce Benefits organization. You will play an integral part in Pacific Life’s efforts to establish and grow a $1B revenue, profitable business in the Workforce Benefits market. This role is considered to be 100% remote, as travel is required, and our ideal candidate for this role will have the territory of Houston.

As Sales Consultant - Broker Distribution you’ll play a key role in the startup and long-term success of this business by working with leaders in the Workforce Benefits division to meet established goals and objectives.  Your focus will be on building relationships, developing and executing broker specific strategies and driving growth toward sales goals within the Broker Distribution Channel.  You are responsible for bringing our business to the broker market and meeting annual metrics-based sales objectives. The role will align with other Workforce Benefits Distribution resources to educate the Broker and GA marketplace around Pacific Life’s Group Benefits value proposition and meet collective sales goals.  You will report directly to Regional Sales Manager of the Southeast Region.

How you'll help move us forward:

  • 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 Sales Leadership

  • 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.

The experience you bring:

  • 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 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 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.

What makes you stand out:

  • Strong performance orientation and drive for results

  • Strong analytical skills, with the ability to grasp complexities and perceive relationships among business and financial issues

  • Known for ability to respectfully and confidently collaborate and easily communicate with various stakeholders

Compensation Package:

This position is eligible for a base salary of $75,000, plus incentive compensation based on sales performance. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location.

You can be who you are.

We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife

#LI-AS1

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

You Can Be Who You Are

We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.

What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife

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.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
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