Workforce Benefits Sales Consultant – Broker Distribution

🕒 May 14

🤠 Texas – Remote

🤠 Texas – Remote

💵 $75k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Pacific Life

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1868

💸 Finance

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

• Support the creation and execution of a strategy for Broker Distribution that helps meet new sales, retention, profitability and expense objectives. • Meet annual sales goals as established by the Sales Leadership. • Partner with Workforce Benefits Distribution resources to deliver the Workforce Benefits story to the broker community. • Continually work to strengthen, deepen, and grow broker relationships. • Execute appropriate number of broker meetings per week with assigned brokers. • Drive a pipeline of appropriate number of RFP’s per month. • Build and advance local broker relationships to drive sales and increase the Pacific Life brand in your market. • Demonstrate proficiency in the group products sold by Pacific Life. • Maintain strong connections with underwriting, product, pricing, regulatory compliance, and actuarial pricing teams to ensure alignment on critical deliverables with your broker relationships. • Utilize established and innovative approaches, tools and partners to enable efficient, deliberate and robust growth objectives. • Bring a customer-first mindset: prioritize customer and broker viewpoints in decision-making. • Participate in ongoing industry and community activities to stay attuned to industry trends. • Represent the company as needed with legislative platforms, industry events, community activities. • Perform other job-related duties or special projects as required.

🎯 Requirements

• 5+ years’ experience in group benefits sales with an established presence in the broker marketplace • College degree with concentration in business management, finance, or risk management or equivalent work experience is required. • The inclination to seek and analyze data from a variety of sources to support decisions and to align others with the organization's overall strategy. • An entrepreneurial and creative approach to developing new, innovative ideas that will stretch the organization and push the boundaries within the industry. • Ability to seek opinions of others, process feedback and take smart risks. • A high degree of integrity and able to act in a transparent and consistent manner while always taking into account what is best for the organization. • 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.

🏖️ Benefits

• Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. • Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents • Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off • Paid Parental Leave as well as an Adoption Assistance Program • Competitive 401k savings plan with company match and an additional contribution regardless of participation