Sr Wholesaler Concierge Desk Associate
Pacific Life
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Benefits offered by this job
Job summary
Pacific Life seeks a talented Wholesaler Concierge Desk Associate to support life and annuity sales teams in the CMD, Omaha, NE or Newport Beach, CA. You will enable adoption of Salesforce, Tableau, and other sales tools, and provide customized training to wholesalers.
Requirements include 2+ years hands-on Salesforce Sales, 2–3 years in sales enablement within financial services (life/annuities), and FINRA Series 6/7. Undergraduate degree in Marketing/Economics/Finance preferred.
Qualifications
- Advanced knowledge of the tools and tech used to support the field sales team.
- Demonstrated ability to think strategically and align internal resources.
- Strong focus on customer experience and attention to detail.
- Strong business acumen and ability to create efficient processes.
- Analytical and technical mindset for troubleshooting and resolution.
Responsibilities
- Provide central point of contact for one‑on‑one sales enablement support and tools.
- Track and report key trends for stakeholders in Sales Intelligence, Training, and Marketing.
- Coordinate with internal stakeholders to resolve complex cross‑functional problems.
- Investigate technical issues and log cases with accurate information for records.
Skills
Education
Tools
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.
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.
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.
- 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.
- 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
- 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
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
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
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
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.
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