Workforce Benefits Sales Consultant – Broker Distribution

📋 Description

• Assist in the development and implementation of a Broker Distribution strategy aimed at achieving new sales, retention, profitability, and expense goals.

• Achieve annual sales targets as defined by Sales Leadership.

• Collaborate with Workforce Benefits Distribution resources to convey the Workforce Benefits narrative to the broker community.

• Consistently work to enhance, strengthen, and expand broker relationships.

• Conduct a designated number of broker meetings weekly with assigned brokers.

• Generate a suitable pipeline of RFPs each month.

• Cultivate and develop local broker partnerships to boost sales and elevate the Pacific Life brand within your market.

• Exhibit expertise in the group products offered by Pacific Life.

• Maintain robust connections with underwriting, product, pricing, regulatory compliance, and actuarial pricing teams to ensure alignment on essential deliverables related to broker relationships.

• Leverage established and innovative methods, tools, and partnerships to facilitate efficient, intentional, and substantial growth objectives.

• Adopt a customer-first approach: prioritize the perspectives of customers and brokers in decision-making processes.

• Engage in ongoing industry and community activities to remain informed about industry trends.

• Represent the company as necessary in legislative platforms, industry events, and community activities.

• Perform other job-related responsibilities or special projects as needed.

⛳️ Requirements

• Minimum of 5 years’ experience in group benefits sales with a strong presence in the broker marketplace.

• A college degree focusing on business management, finance, or risk management, or equivalent professional experience is required.

• A tendency to seek and evaluate data from diverse sources to support decisions and align others with the organization’s overall strategy.

• An entrepreneurial and innovative mindset for developing new ideas that will challenge the organization and push industry boundaries.

• Capacity to seek input from others, process feedback, and take calculated risks.

• A high level of integrity, acting transparently and consistently while prioritizing the organization’s best interests.

• Self-aware and reflective regarding personal limitations; leads by example and promotes the organization’s performance with a commitment to continuous improvement.

• A mindset geared towards enabling breakthrough innovations and business models that create value for all stakeholders, consistently questioning traditional methods.

🏝️ Benefits

• Your well-being is a priority for Pacific Life, and we are dedicated to providing you with flexible benefits that you can customize to fit your needs.

• Emphasis on your health and well-being, including Medical, Dental, Vision, and a Wellbeing Reimbursement Account applicable for you or your eligible dependents.

• Generous paid time off offerings, including Paid Time Off, Holiday Schedules, and Financial Planning Time Off.

• Paid Parental Leave along with an Adoption Assistance Program.

• Competitive 401k savings plan featuring company match and additional contributions regardless of participation.