Workforce Benefits Sales Consultant – Broker Distribution

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

📋 Description

• Assist in the development and implementation of the Broker Distribution strategy to achieve objectives related to new sales, retention, profitability, and expenses.

• Achieve annual sales targets set by Sales Leadership.

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

• Enhance, nurture, and expand broker relationships.

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

• Generate a suitable pipeline of RFPs each month.

• Cultivate and elevate local broker connections to boost sales and enhance the Pacific Life brand.

• Exhibit expertise in Pacific Life group products.

• Maintain relationships with underwriting, product, pricing, regulatory compliance, and actuarial pricing teams.

• Employ established and innovative methods, tools, and partnerships to support growth targets.

• Prioritize the perspectives of customers and brokers in decision-making processes.

• Engage in industry and community initiatives.

• Act as a representative of the company at legislative forums, industry events, and community programs as required.

• Undertake other job-related responsibilities and special projects as necessary.

• Report directly to the Regional Sales Manager.

⛳️ Requirements

• Over 5 years of experience in group benefits sales.

• Established presence within the broker marketplace.

• Bachelor’s degree in business management, finance, or risk management, or equivalent professional experience.

• Ability to gather and analyze data from diverse sources to inform decisions and align stakeholders with organizational goals.

• Innovative and entrepreneurial mindset for developing creative solutions.

• Capacity to solicit feedback, process opinions, and take calculated risks.

• High standard of integrity with consistent and transparent behavior.

• Self-aware and reflective regarding personal limitations.

• Exemplify leadership and enhance organizational performance through ongoing improvement.

• Orientation towards breakthrough innovations and business models that add stakeholder value.

• Strong drive for performance and results.

• Excellent analytical skills with the ability to navigate business and financial complexities.

• Ability to collaborate and communicate respectfully and confidently with diverse stakeholders.

🏝️ Benefits

• Incentive compensation based on sales achievements.

• Coverage for Medical, Dental, and Vision.

• Wellbeing Reimbursement Account available for employees or eligible dependents.

• Paid Time Off.

• Holiday schedules.

• Financial Planning Time Off.

• Paid Parental Leave.

• Adoption Assistance Program.

• Competitive 401k savings plan with company matching contributions.

• Additional 401k contributions regardless of participation.

• Flexible benefits tailored to individual needs.

• Commitment to diversity and inclusion.

• Benefits commence on Day 1.