Workforce Benefits Sales Consultant – Broker Distribution

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

📋 Description

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

• Achieve annual sales targets as outlined by the Sales Leadership team.

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

• Continuously enhance, fortify, and expand broker relationships.

• Conduct the required number of broker meetings each week with assigned brokers.

• Generate an appropriate volume of RFPs each month.

• Cultivate and enhance 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 strong connections with the underwriting, product, pricing, regulatory compliance, and actuarial pricing teams to ensure alignment on key deliverables with your broker relationships.

• Leverage established and innovative strategies, tools, and partners to facilitate efficient, intentional, and substantial growth objectives.

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

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

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

• Undertake additional job-related duties or special projects as necessary.

⛳️ Requirements

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

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

• A propensity to seek and analyze data from various sources to support decision-making and align others with the organization's overall strategy.

• An entrepreneurial and creative mindset for generating new, innovative ideas that will stretch the organization and challenge industry norms.

• Ability to solicit feedback from others, process that feedback, and take thoughtful risks.

• A high level of integrity, capable of acting in a transparent and consistent manner while always keeping the organization's best interests in mind.

• Self-aware and reflective, recognizing personal limitations; leads by example and drives organizational performance with a commitment to continuous improvement.

• A mindset that fosters breakthrough innovations and business models that create value for all stakeholders, consistently questioning traditional practices.

🏝️ Benefits

• Your wellbeing is a priority at Pacific Life, and we are dedicated to offering flexible benefits that you can customize to suit your needs.

• Emphasis on your health and wellbeing, including Medical, Dental, Vision, and a Wellbeing Reimbursement Account that can be utilized for yourself or your eligible dependents.

• Generous paid time off benefits, which include Paid Time Off, Holiday Schedules, and Financial Planning Time Off.

• Paid Parental Leave as well as an Adoption Assistance Program.

• Competitive 401k savings plan that includes company matching and an additional contribution regardless of participation.