Consultant Relations Director

🕒 il y a 1 mois

⛰️ Colorado – Distant

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💵 $135 000 - $150 000 / an

⏰ Temps Plein

🔴 Expert

👔 Directeur

🦅 Parrain de Visa H1B

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👻 Score fantôme 8%

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🗣️🇺🇸🇬🇧 Anglais requis

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Logo of Pacific Life

Pacific Life

1001 - 5000 employés

Fondée en 1868

💸 Finance

🛡️ Assurance

Finance • Insurance • Retirement

Pacific Life est une entreprise de services financiers qui offre une large gamme de solutions de retraite et d'assurance-vie. Elle propose des rentes, des assurances-vie et des avantages pour les employés conçus pour aider les particuliers et les institutions à sécuriser leur avenir financier. Avec près de 160 ans d'expérience et un engagement fort envers la confiance de ses clients, Pacific Life se concentre sur la fourniture de stabilité et de protection pour les familles, les entreprises et les objectifs futurs de ses clients. L'entreprise s'engage à créer des résultats futurs significatifs grâce à la responsabilité sociale des entreprises et à des produits innovants.

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

🎯 Exigences

• 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.

🏖️ Avantages

• 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

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