Consultant Relations Director

Pacific Life; United States; Remote; USD 135,000 - 150,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Wellbeing Reimbursement

Paid Time Off

Holiday Schedule

Financial Planning Time Off

Paid Parental Leave

Adoption Assistance

401k match

Job summary

Pacific Life is seeking a Director, National Markets, to grow the DCLI and PRT footprint with institutional partners across the U.S. You will manage strategic relationships, drive sales, and coordinate with internal teams to deliver superior client service.

You will travel about 25% of the time and engage with asset managers, recordkeepers, home offices, advisors and sponsors. A four-year degree and a Life/Health license are required, with 10+ years in defined benefit or defined contribution

Qualifications

• Four-year college degree in business administration, marketing, investments, finance, mathematics or a related field.
• Life and Health license.
• Minimum 10 years’ experience in sales, marketing, consulting or similar role in defined benefit and/or defined contribution markets.
• Strong execution, performance orientation and drive for results.
• Excellent analytical, communication and presentation skills.
• Proficiency with Salesforce for activity tracking and reporting.

Responsibilities

• Meet and exceed sales targets and performance metrics.
• Document activity and pertinent issues in the CRM system (appointments, calls, campaigns, opportunities).
• Develop deep understanding of DCLI options and positioning for key audiences.
• Identify and qualify new sales opportunities via targeted calling, emailing and networking.
• Conduct in-person and virtual meetings; participate in industry conferences.
• Sell DCLI solutions to strategic partners, recordkeepers, home offices, advisors and sponsors.
• Build detailed firm profiles for targeted relationships; manage national relationships.
• Lead due diligence meetings and annual reviews; collaborate with internal teams.

Skills

Sales experience

Consultative selling

Analytical skills

Salesforce

Communication skills

Presentation skills

Stakeholder collaboration

Travel availability

Education

Bachelor's degree in business or related field

Tools

CRM software

Salesforce CRM

Job description

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 area actively seeking a talented Consultant Relations Director to join our team. This role will require approximately 25% travel throughout the US.

As a Director, National Markets, focused on building key consultant relationships, you’ll play a key role in Pacific Life’s growth and long-term success by being responsible for growing the Pacific Life footprint of Pension Risk Transfer (PRT) and Defined Contribution Lifetime Income (DCLI) products for the Institutional Division across the consultant space. Your colleagues will include other National Markets Directors and Sales Associates dedicated to the PRT and DCLI market. The national markets team works closely to collaborate and coordinate with other functional areas within the division to provide a high level of customer service to our clients.

How you’ll help move us forward:

• Meet and exceed sales targets and performance metrics


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


• Develop deep understanding of each Pacific Life DCLI option and how to position when meeting with the following primary audiences: Strategic Partners (ie. Asset Managers, middleware providers), Recordkeepers, Advisor/Consultant Home Offices, Advisors/Consultants, Plan Sponsors and Participants
  
  
  
  • Identify and qualify new sales opportunities through targeted calling, emailing, and networking
  
  
  • In‑person and virtual meetings
  
  
  • Attend and speak at industry conferences
  
  
  
  


• Sell Pacific Life’s DCLI suite of solutions to Strategic Partners (ie. Asset Managers, middleware providers), Recordkeepers, Advisor/Consultant Home Offices, Advisors/Consultants, Plan Sponsors and Participants


• Create and maintain detailed “firm profiles” for targeted relationships


• Cover and manage relationships with Advisor/Consultant and Recordkeeper Home Offices, nationally
  
  
  
  • Develop a due diligence meeting process with a goal of deepening relationships and driving sales activity.
  
  
  • Lead annual review meetings, in partnership with other functional areas within the division.
  
  
  
  


• Build and foster targeted relationships with Independent Fiduciaries with connection to advisor relationships to further drive Pacific Life’s DC reach.


• Prioritize activity and leverage a metrics-driven approach to track relationships and drive results.


• Monitor market, solicit feedback from intermediaries, and provide feedback internally regarding trends in products, competitors, emerging markets, etc.


• Provide input into the needs and development of appropriate product, support materials including presentations, brochures, website, advertisements, social media campaigns, etc


• Manage the sales pipeline to grow our DCLI business


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


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


• 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:

• Four-year college degree in business administration, marketing, investments, finance, mathematics or a related field.


• Life and Health license.


• Minimum 10 years’ experience in sales, marketing, consulting or similar role in the defined benefit plan and or defined contribution plan market.


• Ability to execute, Strong performance orientation and drive sales results.


• Strong analytical skills, with the ability to grasp complexities and perceive relationships among business and financial issues.


• Demonstrated consultative selling skills as well as strong communication and presentation skills.


• Proficiency in using SalesForce for both activity tracking and reporting.


• Known for ability to respectfully and confidently collaborate and easily communicate with various stakeholders.


• 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.


• Strong organizational, interpersonal and communication skills. Requires modest to significant travel across the US.

What makes you stand out:

• Strong working knowledge of Defined contribution plan design and regulatory environment.


• Demonstrated success working directly with National DB/DC consulting firm leadership.


• Current or previous engagement in Retirement industry associations / groups.


• Working knowledge of the Pension Risk Transfer market and key influencers.

Compensation:

The base annual salary range for this role is $135,000 - $150,000. In addition, this role is eligible for incentive pay based on performance, with total target compensation of $300K.

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.

#LI-TB1

#LI-Remote

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

You Can Be Who You Are

We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.

What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife

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.