Consultant Relations Director

🕒 5 days ago

⛰️ Colorado – Remote

⛰️ Colorado – Remote

💵 $135k - $150k / year

⏰ Full Time

🔴 Lead

👔 Director

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Pacific Life

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1868

💸 Finance

🛡️ Insurance

Finance • Insurance • Retirement

Pacific Life is a financial services company that offers a wide range of retirement and life insurance solutions. It provides annuities, life insurance, and workforce benefits designed to help individuals and institutions secure their financial futures. With nearly 160 years of experience and a strong commitment to customer trust, Pacific Life focuses on delivering stability and protection for its clients' families, businesses, and future goals. The company is dedicated to creating meaningful future outcomes through corporate social responsibility and innovative products.

📋 Description

• 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

🎯 Requirements

• 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.

🏖️ Benefits

• 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