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Pacific Life

Consultant Relations Director

RemoteUnited States only
Published
Role
Sales
Experience
Senior
Employment
Full-time
Company size
Enterprise
$135k–$150k/yr
Check eligibility

Open to US only. Set where you work from to check your eligibility.

No BS summary

Senior sales leader for retirement products (PRT and DCLI). Requires 10+ years in DB/DC consulting or sales, Life & Health license, US-based (Colorado-Remote) with ~25% US travel. Responsible for building consultant/recordkeeper relationships and meeting sales targets.

Core skills

PRT / DCLI salesConsultant / Recordkeeper relationship management

Required skills

SalesForceconsultative sellingpresentation skillsanalytical skillsLife and Health licenseDefined contribution plan designPension Risk Transfer

Optional skills

Engagement in Retirement industry associationsWorking knowledge of key competitors and strategic partnersExperience with National DB/DC consulting firm leadership

What you'll do

  • Meet and exceed sales targets and performance metrics
  • Document activity and pertinent issues in the CRM system i.e. appointments, thank you calls, monthly call campaigns and Sales opportunities etc.
  • Develop deep understanding of each Pacific Life DCLI option and how to position when meeting with primary audiences
  • Identify and qualify new sales opportunities through targeted calling, emailing, and networking
  • Conduct in-person and virtual meetings
  • Attend and speak at industry conferences
  • Sell Pacific Life’s DCLI suite of solutions to Strategic Partners, Recordkeepers, Advisor/Consultant Home Offices, Advisors/Consultants, Plan Sponsors and Participants
  • Create and maintain detailed “firm profiles” for targeted relationships
  • Cover and manage relationships with Advisor/Consultant and Recordkeeper Home Offices, nationally
  • Develop a due diligence meeting process with a goal of deepening relationships and driving sales activity
  • Lead annual review meetings, in partnership with other functional areas within the division
  • Build and foster targeted relationships with Independent Fiduciaries connected to advisor relationships
  • Prioritize activity and leverage a metrics-driven approach to track relationships and drive results
  • Monitor market, solicit feedback from intermediaries, and provide internal feedback regarding trends
  • Provide input into needs and development of product and support materials
  • Manage the sales pipeline to grow DCLI business
  • Stay updated on industry trends, market movements, and product changes
  • Partner with internal stakeholders throughout the sales process
  • Adhere to Pacific Life Code of Conduct and regulatory guidelines

What they require

  • Four-year college degree in business administration, marketing, investments, finance, mathematics or a related field.
  • Life and Health license.
  • Minimum 10 years’ experience in sales, marketing, consulting or similar role in the defined benefit plan and or defined contribution plan market.
  • Ability to execute; strong performance orientation and drive sales results.
  • Strong analytical skills, with the ability to grasp complexities and perceive relationships among business and financial issues.
  • Demonstrated consultative selling skills as well as strong communication and presentation skills.
  • Proficiency in using SalesForce for both activity tracking and reporting.
  • Known for ability to respectfully and confidently collaborate and easily communicate with various stakeholders.
  • Self-reflective and aware of his/her 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.
  • Strong organizational, interpersonal and communication skills.
  • Requires modest to significant travel across the US.

Benefits

  • Benefits start Day 1
  • Medical, Dental, Vision
  • Wellbeing Reimbursement Account for employee or eligible dependents
  • Generous paid time off options including Paid Time Off, Holiday Schedules, and Financial Planning Time Off
  • Paid Parental Leave and Adoption Assistance Program
  • Competitive 401k savings plan with company match and an additional contribution regardless of participation
  • Flexible benefits
  • Diversity, Equity, and Inclusion initiatives

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.

FinanceEnterprisepacificlife.com/
$135k–$150k/yr