Workforce Benefits Sales Consultant - Broker Distribution (Houston, TX)

Pacific Life; Town of Texas (WI); Remote; USD 75,000 - 87,000; Full time

Job summary

A leading financial services provider is seeking a Workforce Benefits Sales Consultant - Broker Distribution. This role focuses on driving growth and establishing broker relationships in the Workforce Benefits market. Candidates must have over 5 years of experience in group benefits sales and be able to analyze data effectively. The position is remote with travel required and offers a base salary of $75,000 plus incentives based on sales performance.

Benefits

Medical, Dental, Vision benefits

Generous paid time off

Paid Parental Leave

Qualifications

• 5+ years of experience in group benefits sales with an established presence in the broker marketplace.
• Ability to seek opinions of others, process feedback and take smart risks.
• Strong analytical skills, with the ability to grasp complexities.

Responsibilities

• Support the creation and execution of a strategy for Broker Distribution.
• Meet annual sales goals as established by the RSM of Broker Distribution.
• Build and advance local broker relationships to drive sales.

Skills

Group benefits sales

Relationship building

Data analysis

Creative problem-solving

Communication

Education

College degree in business management, finance, or risk management

Job description

Overview

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. We collaborate and innovate to transform not just Pacific Life, but the entire industry for the better. Pacific Life is more than a job; it’s a career with purpose and the support, balance, and resources to make a positive impact on the future.

Pacific Life is seeking a skilled sales professional to support the growth of Broker Distribution within the Workforce Benefits organization. You will play an integral part in Pacific Life's efforts to establish and grow a $1B revenue, profitable business in the Workforce Benefits market. This role is 100% remote, with travel required, and the ideal candidate will be based in the Houston, Texas marketplace.

As Workforce Benefits Sales Consultant - Broker Distribution, you will help start and sustain this business by collaborating with leaders in the Workforce Benefits division to meet goals and objectives. Your focus will be on building relationships, developing and executing broker-specific strategies, and driving growth toward sales goals within the Broker Distribution Channel. You will bring our business to the broker market and meet annual metrics-based sales objectives, aligning with other Workforce Benefits Distribution resources to educate the Broker and GA marketplace about Pacific Life's Group Benefits value proposition and meet collective sales goals. You will report directly to the RSM of Broker Distribution.

How You'll Help Move Us Forward

• Support the creation and execution of a strategy for Broker Distribution that helps meet new sales, retention, profitability and expense objectives.
• Meet annual sales goals as established by the RSM of Broker Distribution.
• Partner with Workforce Benefits Distribution resources to deliver the Workforce Benefits story to the broker community.
• Strengthen, deepen, and grow broker relationships.
• Execute an appropriate number of broker meetings per week with assigned brokers.
• Drive a pipeline of an appropriate number of RFPs per month.
• Build and advance local broker relationships to drive sales and increase the Pacific Life brand in your market.
• Demonstrate proficiency in the group products sold by Pacific Life.
• Maintain strong connections with underwriting, product, pricing, regulatory compliance, and actuarial pricing teams to ensure alignment on deliverables with your broker relationships.
• Utilize established and innovative approaches, tools and partners to enable growth objectives.
• Bring a customer-first mindset: prioritize customer and broker viewpoints in decision-making.
• Participate in ongoing industry and community activities to stay attuned to industry trends. Represent the company as needed with legislative platforms, industry events, and community activities.
• Perform other job-related duties or special projects as required.

The Experience You Bring

• 5+ years' experience in group benefits sales with an established presence in the broker marketplace.
• College degree with concentration in business management, finance, or risk management or equivalent work experience is required.
• The inclination to seek and analyze data from a variety of sources to support decisions and to align others with the organization's overall strategy.
• An entrepreneurial and creative approach to developing new, innovative ideas that will stretch the organization and push the boundaries within the industry.
• Ability to seek opinions of others, process feedback and take smart risks.
• A high degree of integrity and able to act in a transparent and consistent manner while always taking into account what is best for the organization.
• Self-reflective and aware of one's 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.

What Makes You Stand Out

• Strong performance orientation and drive for results.
• Strong analytical skills, with the ability to grasp complexities and perceive relationships among business and financial issues.
• Known for the ability to respectfully and confidently collaborate and easily communicate with various stakeholders.

Compensation: The base salary for this position is $75,000. In addition, this role is eligible for incentives based on sales performance.

You can be who you are.

People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment through Inclusion at www.pacificlife.com. What's life like at Pacific Life? Visit 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.