Sr Sales Advocate

Job Description:

Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We're actively seeking a talented Sales Advocate to join the M Sales & Marketing Team in Newport Beach, CA. This role can be on-site, or hybrid.

As a Sr Sales Advocate, you will provide internal and external expertise throughout the life insurance underwriting and new business lifecycle which produces an increase in sales.

How you will make an impact:

• Proactively manage and resolve life insurance submissions from initial submission through paying the case.
• Maintain or exceed established conversion and placement metrics.
• Prepare and participate in weekly M territory sales meetings.
• Set proper expectations with financial professionals and their teams.
• Advocate and negotiate offers with M Underwriters on behalf of financial professionals by using consultative and listening skills to direct sales.
• Manage escalations to steer underwriters to important cases that require prioritization (relooks, rushes, sensitive cases, and SLA's).
• Proactively build and strengthen relationships with financial professionals and their staff to influence decisions that will increase sales.
• Works with financial professionals and sales team to develop an understanding for the purpose of the sale, and position against competition.
• Work with M Team to meet/exceed territory and M Team goals.
• Prepare and complete webinars on various topics (application end-to-end process, Pacific Life underwriting methods, Planned Performance Tracking and Lifeline).
• Provide concierge service and training to internal and external partners (M Team, Financial Professionals, and their staff).
• Identify and recommend process improvements.
• Work closely with internal and external sales teams to increase sales.
• Proactively call 2 M Firms daily.
• Provide forms and packages, as requested.
• Resource for product questions, as needed.
• Generate and customize Salesforce reports.
• Update Salesforce with current underwriting offers and case notes.
• Generate status reports for management, financial professionals and others as needed.

The experience you will bring:

• Strong knowledge of insurance underwriting, new business, and products, gained through 5 years' experience in the insurance industry.

• Works independently, minimal guidance.
• Exceptional internal and external communicator (verbal and written).
• Strong organization skills and detail oriented.
• Manages time to focus on sales activities.
• Ability to manage complex situations.
• Experience with presentations in person, on ZOOM or other platforms (minimum 5 years)
• Self-motivated, competitive, but also a team player.
• Good problem-solving skills and a high level of integrity.

What will make you stand out:

• Strong knowledge of the field underwriting process.
• Self-starter and driven to succeed.
• NASD registration, Series 6 and 63 licenses preferred.

#LI-JA1

You belong at Pacific Life

At Pacific Life we are committed to a culture of belonging, a space where all employees areempowered to be authentic. One way we cultivate an inclusive culture is through our employee connection groups. The purpose of these employee-led groups is to offer a place to build community, connection, camaraderie, and a sense of belonging.Each group can be active in education, advocacy, recruitment, and community building throughout our organization. Learn more about our employee connection groups at www.pacificlife.com.

Want to learn more about life at Pacific Life? Take an inside look at our company culture: Instagram.com/lifeatpacificlife.

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.