Sr Wholesaler Concierge Desk Associate

Pacific Asset Management, LLC; Northern (KY); Hybrid; USD 81,000 - 99,000; Full time

Job summary

Pacific Life, a leader in life and annuity solutions, seeks a Sr. Wholesaler Concierge Desk Associate to support field sales teams in Omaha, NE or Newport Beach, CA.

You will serve as the central contact for sales enablement programs and tools, driving adoption of Salesforce, Tableau, and other systems to boost efficiency and revenue. You will troubleshoot issues, train wholesalers, and collaborate with IT and Salesforce COE to ensure access and smooth onboarding.

Qualifications

• 2+ years of hands-on Salesforce Sales experience.
• 2-3 years of sales enablement systems experience in Financial Services.
• FINRA Series 6/7 required.
• FINRA 63, Life Insurance and/or Variable Products license preferred.
• Undergraduate degree in Marketing, Economics or Finance, or equivalentFinancial Industry experience.

Responsibilities

• Provide one-on-one support for sales enablement programs, tools and technologies.
• Track and report key trends for Sales Intelligence, Sales Training and Marketing stakeholders.
• Coordinate with internal stakeholders to resolve complex cross-functional issues (Sales, Operations, Marketing, Salesforce COE).
• Investigate technical issues, log cases, and ensure high-quality interactions.
• Develop training guides and videos with Sales Training.
• Assist onboarding and training for new users of Salesforce and sales tools.
• Build Salesforce reports in collaboration with Sales Intelligence.

Skills

Salesforce

Tableau

Excel

Business Planning Dashboard

Sales Enablement tools

CRM reporting

Education

Undergraduate degree in Marketing, Economics or Finance

Tools

NBA

Seismic

Cvent

PPT

Lifeline

Ensight

Job description

## Sr Wholesaler Concierge Desk AssociateApply: Omaha NE-6750: Newport Beach CA-700: Full time: Posted Today: R17557**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’re actively seeking a talented Wholesaler Concierge Desk Associate to join our team in Omaha, NE or Newport Beach, CA** specifically focused on supporting the life and annuity sales teams within the Consumer Markets Division. The team plays a lead role in fostering adoption of all sales enablement tools throughout the sales organization in order to drive sales efficiency.As part of the CMD Sales Enablement team, you’ll be responsible for supporting wholesalers’ proficiency and adoption of Salesforce CRM, tableau, Business Planning Dashboard, Next Best Action, HeyDan!, Lifeline, PPT, Ensight, SIMON, and our other Sales Enablement tools. You’ll also provide customized training to individual wholesalers to aid them in using these tools to help them manage their territories and drive more sales. Additionally, you’ll use your knowledge of the sales tools, and user experience to drive system enhancements and capabilities, simplifying the wholesaler experience.**How you will help us move forward:*** 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. Ensure every interaction is of the highest quality.* Actively participate and share observations across the organization to improve process or help solve root cause issues.* Support the CE and webinar process in conjunction with Events Planning and our Retirement Solutions Group (RSG). Duties include report creation and/or reconciliation.* Research and troubleshoot systems and sales tools issues and support new user onboarding and training.* Coordinate with Corporate IT and Salesforce COE to ensure tech and systems access is in place for onboarding of sales employees.* Gather and understand business stakeholder needs. Work with key internal and external stakeholders to refine, enhance, and simplify the wholesaler experience for Salesforce, and other sales enablement tools.* Demonstrate your proficiency with the Salesforce platform, and other sales enablement tools to pilot, test, new solutions, and demo features and capabilities to wholesalers.* Maintain a deep understanding of the enablement programs, sales tools and technologies available to the sales team and how they integrate.* Team player, adaptable and have an amazing work ethic. You can identify where help is needed and are motivated to pitch in, coach, and train your peers.* Develop and document training guides and videos in collaboration with Sales Training.* Continually look for opportunities to implement process efficiencies and streamline the Salesforce and sales tools experience* Provide guidance on building, and may build, Salesforce reports, in collaboration with Sales Intelligence team.**The experience you bring:*** Advanced knowledge of the various tools, processes and technologies to support the field sales team (e.g. Salesforce, Tableau, Excel, Business Planning Dashboard, NBA, Seismic, territory management, Cvent, PL websites, Ensight, PPT, Lifeline, etc.).* Demonstrated ability to think strategically and align internal resources* Strong focus on customer experience and keen attention to detail* Strong business acumen and ability to create efficient and repeatable processes and controls* Analytical and technical mindset that helps you meticulously troubleshoot and evaluate issues quickly, efficiently and accurately* Resourceful with proven ability to tackle difficult questions/issues on your own; driven to work hard with minimum supervision* Effective written communication to translate complex concepts and processes into easily digestible content**What makes you stand out:*** 2+ years of hands-on experience with Salesforce Sales* Minimum 2-3 years of sales enablement systems experience in a Financial Services environment, preferably with Life or Annuities experience* 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#LI-AS1**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.$80,820.00 - $98,780.00