Pacific Life

FVP M – Marketing

Pacific Life

full-time

Posted on:

Location Type: Remote

Location: Ohio • United States

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Job Level

Lead

About the role

  • Responsible for activity and consistent reliable delivery to M Firms of product; marketing strategy, underwriting education/support and relationship partnering.
  • Problem resolution in a timely manner, delegating to appropriate teams where warranted.
  • Counsel with M Firms to determine positioning opportunities and value delivery to M Firm members.
  • Achievement of channel performance requirements
  • Work with National Sales Manager and VP of M Marketing to grow production and market share of PL in M Channel by maintaining strong relationships with principals, marketers and support teams in the FVP territory.
  • Responsible for successfully carrying out M marketing plan by meeting with principals, marketers and support teams with the objective of growing firm sales with Pacific Life. Also responsible for maintaining M firm relationships and quarterbacking any issues or problems that arise. Must be willing to travel.
  • Responsible for meeting production goals established by Home Office management.
  • Managing travel and marketing expenses, establishing and maintaining strong working relationships with M Marketing Team and Home Office staff, entering information into Salesforce entry to include a minimum of meeting recaps and call logs.

Requirements

  • Minimum of 5 years life insurance experience – CLU, ChFC or CFP desirable
  • Knowledge of PL products
  • Knowledge of sales concepts, life insurance details
  • General knowledge of tax laws affecting sales concepts
  • Knowledge of Pacific Life Systems
  • Highly organized and goal-oriented
  • Strong communication and interpersonal skills
  • Strong ability to work in team settings as well as individually
  • Strong problem-solving skills
  • Strong delegation skills/quarterbacking
  • Return calls within 24 hours
  • Effective public speaker with Ability to provide education beyond product knowledge
  • Excel and Power point knowledge
  • Series 6, 63 (as required by state(s) in the territory) required
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
life insurance experienceknowledge of PL productssales conceptstax laws affecting sales conceptsknowledge of Pacific Life SystemsExcelPowerPointproblem-solvingdelegation skillspublic speaking
Soft skills
highly organizedgoal-orientedstrong communication skillsinterpersonal skillsteamworkindividual workstrong delegation skillsquarterbackingtimely problem resolutionrelationship management
Certifications
CLUChFCCFPSeries 6Series 63