Hybrid Sales Advocate II

at Pacific Life

• Job title: Sales Advocate II
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $36 - $44 per hour
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Omaha, United States

About the role

• Sales Advocate supporting the pre-sale process by collaborating with Financial Professionals and providing sales support. Responsible for reporting and relationship-building to enhance business outcomes.

Responsibilities

• 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.
• Support pre-sale process by working with Financial Professionals, Field Wholesalers, Internal Wholesalers, Internal Partners, and Management.
• Assist in the onboarding process, follow up after client meetings, enter required information into CRM, and build relationships that contribute to repeatable business.
• Promote digital options such as E-Application, DocuSign, and E-Delivery, conduct E-Application demos, and participate in team education series.
• Deliver sales support by providing reports to Life Wholesalers, understanding sales goals, and keeping the pipeline full.
• Provide administrative support to RVP/FVP when needed and identify process improvements.

Requirements

• 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

Benefits

• Prioritization of your health and well-being including Medical, Dental, Vision, and a 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.