Consultant Relations Director

This is a fully remote position, open to applicants in Colorado.

📋 Description

• Achieve and surpass sales goals and performance metrics.

• Record activities and relevant issues in the CRM system.

• Cultivate a comprehensive understanding of each Pacific Life DCLI option and how to effectively present them to diverse audiences.

• Discover and qualify new sales prospects through targeted calling, emailing, and networking efforts.

• Participate in and present at industry conferences.

• Promote and sell Pacific Life’s suite of DCLI solutions.

• Create and maintain detailed profiles for targeted firm relationships.

• Oversee and nurture relationships with Advisor/Consultant and Recordkeeper Home Offices on a national scale.

• Establish a due diligence meeting process.

• Lead annual review meetings.

• Build and maintain strategic relationships with Independent Fiduciaries.

• Monitor market trends, solicit feedback from intermediaries, and provide internal insights on emerging trends.

⛳️ Requirements

• Bachelor’s degree in business administration, marketing, investments, finance, mathematics, or a related discipline.

• Life and Health insurance license.

• A minimum of 10 years of experience in sales, marketing, consulting, or a similar capacity within the defined benefit and/or defined contribution plan markets.

• A strong performance orientation with a focus on achieving sales results.

• Excellent analytical abilities with the capacity to understand complex issues and recognize relationships among business and financial factors.

• Proven consultative selling abilities coupled with strong communication and presentation skills.

• Proficiency in utilizing SalesForce for activity tracking and reporting purposes.

• Recognized for the ability to collaborate respectfully and confidently, communicating effectively with various stakeholders.

• Self-aware and reflective regarding personal limitations; leads by example and enhances the organization's performance through a commitment to continuous improvement.

• An innovative mindset that encourages breakthrough ideas and business models, creating value for all stakeholders while continually questioning traditional methods.

• Strong organizational, interpersonal, and communication capabilities.

🏝️ Benefits

• Medical, Dental, Vision coverage.

• Wellbeing Reimbursement Account.

• Paid Time Off.

• Holiday Schedules.

• Financial Planning Time Off.

• Paid Parental Leave.

• Adoption Assistance Program.

• 401k savings plan with company match.