Sales Advocate II

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 are actively seek a Sales Advocate II to join our team at Pacific Life.

Support Pre-Sale Process: Support pre-sale process by working with Financial Professionals (or designated contact person), Field Wholesalers, Internal Wholesalers, Internal Partners, and Management.

• Assist in the onboarding process. This may include (but not limited to):

• Explore the nature of the case (competition, discuss other offers, client background, when is the client meeting, etc). Follow up after the client meeting to encourage submission.

• Enters required information into CRM in a timely manner

• Build and sustain relationships that contribute to repeatable business

• Assist the field with how to complete forms, answer questions about the underwriting and new business process

• Actively and consistently promote our digital options including E-Application, DocuSign, and E-Delivery

• Be able to conduct E-Application demos on demand and conduct ZOOM webinars on our products and services

• Provide forms and packages as needed

• Participate in team rotation of monthly webinar education series

• Consistently know who your top offices are and make proactive call outs to contribute to repeatable business

• Help set expectations with new customers as they become contracted with PL and begin submitting business

• Answer product questions as needed

• Schedule and complete 2 virtual trainings per month

Sales Support: Deliver top notch sales support for the Life Wholesalers by proactively providing to them reports keeping them abreast of their cases as they prepare to interact with the field.

• Be aware of the sales goals of the Wholesalers and the channels to take meaningful actions to meet/exceed those sales goals.

• Integral part of the Regional Business Teams. Provides key updates on new and existing producers/cases, particularly high-profile cases. Provides pending pipeline reports. Works with the rest of the Regional Business Team to keep the pipeline full and moving.

• Prepare new business report(s) for weekly RBT call(s) and actively participate in call(s)

• Possess working knowledge of how to read and understand an illustration and how it pertains to a case.

• Be able to identify and resolve complex case issues, including proper escalation procedures

Miscellaneous Tasks: Support sales team through miscellaneous tasks

• Provide back-up support on an as needed basis

• Actively participate in projects, initiatives, and team meetings

• Help monitor team inbox to ensure quick and accurate responses

• Identify process improvements and escalate to the appropriate parties

• Provides additional administrative support to RVP / FVP when needed

The experience you bring:

• Knowledge of life insurance products, the life insurance industry and procedures gained through 5+ years of experience in or through a combination of experience and coursework.

• Proficient in the use of personal computers and specialized software (e.g., Microsoft Word, Excel, PowerPoint, Outlook).

• Excellent written and communication skills. Strong organizational skills to perform administrative functions.

• FINRA registration may be required if business need arises.

• Experience in the life insurance process (minimum 5 years)

• Experience with presentations in person, on ZOOM or other platforms (minimum 5 years)

• Background in customer service (minimum 5 years)

• Background in sales

• Self-starter & driven to succeed

• Detail oriented

• Able to manage through complex situations

• Solid influencing abilities

• Demonstrates patience

• Demonstrates urgency

*Could be filled at a higher or lower level depending on experience.

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 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.