Internal Sales Representative - National Markets

Internal Retirement Sales Representative

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 Internal Retirement Sales Representative to join our National Markets team.

This role is in-office based out of Omaha, NE or Newport Beach, CA. As an Internal Retirement Sales Representative you'll move Pacific Life, and your career, forward by supporting the National Markets Defined Contribution Lifetime Income sales targets and performance metrics.

You will fill an existing role that sits on a team of 5 people in the division. How you'll help move us forward:

• Support Sales Directors in meeting and exceeding sales targets and performance metrics
• Enter sales opportunities into CRM and work with internal partners to generate new business contracts
• Work towards mastering every aspect of the DCLI sales process
• Collaborate with Sales Directors to support market coverage and opportunity pipeline management to grow our DCLI business
• Develop and maintain sales tracking spreadsheets and Powerpoint presentations
• Stay updated on industry trends, market movements, and product changes
• Have working knowledge of strategic partners, key competitors and industry markets
• Follow up with intermediaries and prospects
• Document activity and pertinent issues in the CRM system i.e. appointments, thank you calls, monthly call campaigns and Sales opportunities etc.
• Partner with internal stakeholders as appropriate throughout the sales process.
• Adhere to Pacific Life Code of Conduct, as well as industry and regulatory agency guidelines.

The experience you bring:

• 3 years experience in financial services industry
• Proficient in Microsoft Word, Excel and Powerpoint
• Life and health insurance license and/or variable annuity insurance license is preferred but not required.

The base pay is $70k with target incentives up to $100k.

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

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.