Account Executive IV – Financial Institutions
Vericast
Workforce Benefits Sales Consultant – Broker Distribution
Pacific Life
full-time
Posted on:
Location Type: Remote
Location: Remote • Maryland • 🇺🇸 United States
Visit company websiteSalary
💰 $75,000 per year
Job Level
Mid-LevelSenior
About the role
- 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 RSM of Broker Distribution.
- 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
group benefits salesdata analysissales strategy executionbroker relationship managementRFP managementprofitability analysisregulatory complianceactuarial pricingcustomer-first mindsetbusiness management
Soft skills
entrepreneurial mindsetcreative problem solvingintegrityfeedback processingself-reflectionleadershipcontinuous improvementcollaborationcommunicationrisk-taking
