Sales Enablement Trainer: CRM & Tool Mastery

Pacific Life; Omaha (NE); On-site; USD 81,000 - 99,000; Full time

Benefits offered by this job

Healthcare coverage

Paid Time Off

Parental Leave

401k with company match

Job summary

Pacific Life is seeking a Sales Enablement Training Specialist to join the CMD Sales Enablement team in Omaha, NE or Newport Beach, CA, focusing on life and annuity sales. The role supports wholesalers’ proficiency with Salesforce CRM, Tableau, and other tools, delivering customized training to drive sales effectiveness and adoption.

You will work with internal IT and Salesforce COE, build training guides, and help streamline the wholesaler experience.

Qualifications

• 2+ years hands-on experience with Salesforce Sales.
• 2-3 years sales enablement systems experience in a Financial Services environment, preferably Life or Annuities.
• FINRA Series 6/7 Required.
• FINRA 63, Life Insurance and/or Variable Products license Preferred.
• Undergraduate degree in Marketing, Economics or Finance, or equivalent Financial Industry experience.

Responsibilities

• Provide excellent sales team support, as the central point of contact for one-on-one assistance with sales enablement programs, tools and technologies.
• Track and report key trends for stakeholders and partners in Sales Intelligence, Sales Training, and Marketing to provide insight for continual improvement of wholesaler experience.
• Manage requests and act as a liaison with internal stakeholders to bring successful resolution to complex and/or cross-functional problems (Sales, Operations, Marketing, Salesforce COE, etc.).
• Perform extensive front-line investigations into technical issues, and log cases with accurate information to provide a full record of each issue and resolution.
• Demonstrate proficiency with Salesforce and other sales enablement tools to pilot, test, new solutions, and demo features and capabilities to wholesalers.

Skills

Sales Enablement

Customer Experience

Process Improvement

Strategic Thinking

Education

Bachelor's degree in Marketing, Economics or Finance

Tools

Salesforce

Tableau

Excel

Business Planning Dashboard

Job description

Pacific Life is seeking a Sales Enablement Training Specialist to join the CMD Sales Enablement team in Omaha, NE or Newport Beach, CA, focusing on life and annuity sales. The role supports wholesalers’ proficiency with Salesforce CRM, Tableau, and other tools, delivering customized training to drive sales effectiveness and adoption.

You will work with internal IT and Salesforce COE, build training guides, and help streamline the wholesaler experience.