Internal Sales Representative - National Markets

Job Description:

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own.

We're actively seeking a talented Internal Retirement Sales Representative to join our National Markets team.

This role is hybrid based out of our Omaha, NE or Newport Beach, CA office. We believe in empowering our employees to get work done both in and out of the office.

As an Internal Retirement Sales Representative you'll move Pacific Life, and your career, forward by supporting the National Markets Defined Contribution Lifetime Income sales targets and performance metrics.

You will fill an existing role that sits on a team of 5 people in the division.

How you'll help move us forward:

• Support Sales Directors in meeting and exceeding sales targets and performance metrics

• Works towards mastering every aspect of the DCLI sales process in order to be a consultative business partner to our clients

• Identify and qualify new sales opportunities through targeted calling, emailing, and networking

• Collaborate with Sales Directors to support market coverage and opportunity pipeline management to grow our DCLI business, including managing external data sets to support territory activities

• Present and demonstrate our Defined Contribution Lifetime Income (DCLI) products and solutions to institutional retirement consultants, advisors and Plan Sponsors

• Stay updated on industry trends, market movements, and product changes

• Have working knowledge of strategic partners, key competitors and industry markets

• Follow up with intermediaries and prospects to ensure satisfaction and retention.

• Identify Plan Sponsor types (paternalistic vs. adding DCLI just to add it). Then drive adoption within the plans that are paternalistic

• Document activity and pertinent issues in the CRM system i.e. appointments, thank you calls, monthly call campaigns and Sales opportunities etc.

• Partner with internal stakeholders as appropriate throughout the sales process.

• Adhere to Pacific Life Code of Conduct, as well as industry and regulatory agency guidelines.

The experience you bring:

• 3 years experience in financial services industry

• Proficient in Microsoft Word, Excel and Powerpoint

• Life and health insurance license and/or variable annuity insurance license is preferred but not required.

The base pay is $70k with target incentives up to $100k.

#LI-RB1

You can be who you are.
People come first here. We're committed to a diverse, equitable and inclusive workforce. Learn more about how we create a welcoming work environment through Diversity, Equity, and Inclusion at www.pacificlife.com. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.
Benefits start Day 1.

Your wellbeing is important. We're committed to providing flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.
* Prioritization of your health and well-being including Medical, Dental, Vision, and a 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.

Base Pay Range:

The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

Your Benefits Start Day 1

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. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.

• 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

EEO Statement:

Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.