Consultant Relations Director

🕒 Julho 30

⛰️ Colorado – Remoto

⛰️ Colorado – Remote

💵 $135.000 - $150.000 / ano

⏰ Tempo Integral

🔴 Especialista

👔 Diretor

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Pacific Life

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

Fundada em 1868

💸 Finanças

🛡️ Seguros

Finance • Insurance • Retirement

A Pacific Life é uma empresa de serviços financeiros que oferece uma ampla gama de soluções de aposentadoria e seguros de vida. Ela fornece anuidades, seguros de vida e benefícios para a força de trabalho, projetados para ajudar indivíduos e instituições a assegurar seus futuros financeiros. Com quase 160 anos de experiência e um forte compromisso com a confiança do cliente, a Pacific Life se concentra em oferecer estabilidade e proteção para as famílias, empresas e metas futuras de seus clientes. A empresa é dedicada a criar resultados futuros significativos através da responsabilidade social corporativa e de produtos inovadores.

Descrição

• Meet and exceed sales targets and performance metrics • Document activity and pertinent issues in the CRM system • Develop deep understanding of each Pacific Life DCLI option and how to position when meeting with various audiences • Identify and qualify new sales opportunities through targeted calling, emailing, and networking • Attend and speak at industry conferences • Sell Pacific Life’s DCLI suite of solutions • Create and maintain detailed “firm profiles” for targeted relationships • Cover and manage relationships with Advisor/Consultant and Recordkeeper Home Offices, nationally • Develop a due diligence meeting process • Lead annual review meetings • Build and foster targeted relationships with Independent Fiduciaries • Monitor market, solicit feedback from intermediaries, and provide feedback internally regarding trends

🎯 Requisitos

• Four-year college degree in business administration, marketing, investments, finance, mathematics or a related field. • Life and Health license. • Minimum 10 years’ experience in sales, marketing, consulting or similar role in the defined benefit plan and or defined contribution plan market. • Strong performance orientation and drive sales results. • Strong analytical skills, with the ability to grasp complexities and perceive relationships among business and financial issues. • Demonstrated consultative selling skills as well as strong communication and presentation skills. • Proficiency in using SalesForce for both activity tracking and reporting. • Known for ability to respectfully and confidently collaborate and easily communicate with various stakeholders. • Self-reflective and aware of his/her own limitations; leads by example and drives the organization's performance with an attitude of continuous improvement. • Mindset to enable breakthrough innovations and business models that create value for all stakeholders, continually challenging traditional approaches. • Strong organizational, interpersonal and communication skills.

🏖️ Benefícios

• Medical, Dental, Vision • Wellbeing Reimbursement Account • Paid Time Off • Holiday Schedules • Financial Planning Time Off • Paid Parental Leave • Adoption Assistance Program • 401k savings plan with company match