Pacific Life

Senior Internal Sales Associate

Pacific Life

full-time

Posted on:

Location Type: Hybrid

Location: Newport Beach • California, New York • 🇺🇸 United States

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Salary

💰 $78,840 - $96,360 per year

Job Level

Senior

About the role

  • Provide competitive quotes for structured settlement annuities and attorney fee products
  • Develop relationships with consultants and work with external wholesalers to drive sales
  • Review cases for acceptability under tax codes and compliance with Pacific Life guidelines
  • Deliver exceptional customer service through phone calls and electronic communication
  • Opportunity for travel to attend firm and industry meetings

Requirements

  • Bachelor’s degree in Business, Finance, Marketing or related field
  • Five years’ experience working for an insurance company or in the Structured Settlements industry involved with marketing, quoting, and relationship management
  • General insurance knowledge, preferably with tax and legal competency as it relates to structured settlement governing laws
  • Strong relationship-building, organizational, customer service, and problem-solving skills
  • Professional with strong attention to detail and communication skills that works well independently and as part of a team
  • Life licensed in resident state (if candidate does not have an active life license, they will be required to complete requirements within six months of hire)
  • Certified Structured Settlement Consultant (CSSC) designation (preferred)
Benefits
  • Your Benefits Start Day 1
  • 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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
structured settlement annuitiesattorney fee productstax codescomplianceinsurance knowledgemarketingquotingrelationship managementproblem-solvingattention to detail
Soft skills
relationship-buildingorganizational skillscustomer servicecommunication skillsteamworkindependence
Certifications
Bachelor’s degreelife licenseCertified Structured Settlement Consultant (CSSC)
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