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 targets.

• Achieve yearly sales targets set by the RVP of Broker Distribution.

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

• Continuously enhance, deepen, and expand relationships with brokers.

• Conduct a required number of broker meetings each week with designated brokers.

• Generate a sufficient pipeline of RFPs each month.

• Cultivate and strengthen local broker connections to boost sales and elevate the Pacific Life brand in your region.

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

• Maintain strong relationships with underwriting, product, pricing, regulatory compliance, and actuarial pricing teams to ensure alignment on key deliverables with your broker partnerships.

• Leverage established and innovative methods, tools, and partnerships to facilitate effective, intentional, and robust 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 updated on industry trends.

• Represent the company as necessary in legislative forums, industry events, and community engagements.

• Carry out other job-related responsibilities or special projects as required.

⛳️ Requirements

• Over 5 years of experience in group benefits sales, with a well-established presence in the broker market.

• A college degree with a focus on business management, finance, or risk management, or equivalent work experience is mandatory.

• A strong ability to seek out and evaluate data from various sources to support decisions and align others with the organization’s strategic goals.

• An entrepreneurial and innovative mindset geared towards developing new ideas that challenge the status quo and expand the organization’s capabilities within the industry.

• Capacity to solicit feedback from others, process it effectively, and take calculated risks.

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

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

• A mindset that encourages breakthrough innovations and business models that provide value for all stakeholders, consistently questioning traditional methods.

🏝️ Benefits

• Focus on your health and wellness, including Medical, Dental, Vision, and a Wellbeing Reimbursement Account usable for yourself or eligible dependents.

• Generous paid time off options 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.