Sr Internal Wholesaler - Broad Market

About the role

The Internal Wholesaler (IWS), Life Insurance position is responsible for achieving sales goals for the Broad Market Life Insurance products including Term Insurance and Universal Life Insurance within an assigned region of the United States. This role collaborates with assigned Field Vice-Presidents (FVPs) and the National Sales Manager (NSM) Broad Markets to implement and execute on the goals and strategies for the region to meet or exceed the annual sales objectives.

Responsibilities

• Partner with the FVPs to manage the overall relationships for assigned BGAs & IMOs within the Broad Market Channel.
• Manage, develop, and grow the sales of term and universal life sales within the assigned BGA / IMO accounts ensuring sales targets are met or exceeded.
• Partnering with the FVPs to develop, establish, implement and execute on the strategies for the assigned accounts to achieve the annual sales and marketing objectives.
• Collaborating with the FVPs and key business leaders within the Broad Market channel to drive the adoption and sales of the Broad Market products and other key initiatives within the firms of the assigned region.
• Promoting to key distributor accounts industry-leading solutions that will increase their operational efficiencies, maximize their revenue opportunities, and enhance producer development, productivity and retention.
• Collaborate with the FVPs to create strategic and tactical business plans for each key account designed to meet sales objectives.
• Promote our differentiated products and digital solutions and services to our distribution partners and their producers, such as Drop Ticket, E-Policy Delivery, E-Requirements, Producer Bay, Practice Management, and our accelerated underwriting programs.
• Leading and coordinating all aspects of the on-boarding process for new distribution relationships within the assigned region ensuring the distributor gets off to a quick start with Pacific Life.
• Coordinating with the FVPs to promote, schedule and conduct regional training meetings as well as webinars on product training, relevant sales concepts, underwriting and accelerated programs, new business procedures, practice management and business development.
• Educating and training BGA staff and producers on Pacific Life’s product portfolio, including underwriting guidelines and explaining key product features and market “sweet-spots”.
• Working closely with all internal partners to garner support for distribution activities ensuring the effective utilization of organizational resources to support sales and distribution implementations, thus driving both sales growth and process efficiencies.
• Serve as a specialist in all Broad Market products, underwriting and new business procedures. Serve as an illustration expert; act as a resource and trainer for BGAs and producers.
• Facilitate BGA and case problem escalations and manage to resolution.
• Conduct proactive daily and weekly outreach to BGA offices.
• Conduct quarterly navigational checks and annual reviews with distributors.
• Maintain the quality of business to ensure profitability standards are maintained.
• Maintain and record all distributor contacts and marketing initiatives weekly in the CRM database.
• Commitment to on-going professional growth and development, including professional designations.

Qualifications

• A 4-year college degree preferred but not required. Equivalent work experience considered.
• Minimum of 2 to 4 years business experience.
• Insurance or related sales or wholesaling experience.
• Ability to serve as a strong-team player and contributor.
• Demonstrated ability to facilitate seminars, workshops and customer meetings.
• Dynamic presentation skills and the ability to influence customer and producer behaviors.
• Experience working with Life BGA’s, IMO’s, FI’s and producer group distribution.
• Proven sales skills and the ability to engage in conceptual selling.
• Strong telephone and virtual communication skills.
• Knowledge of life insurance products, advanced sales concepts, and insurance company operations.
• Proven time management and organizational skills.
• Strong written and oral communication skills.
• Licensed for Life & Health Insurance Sales.
• Professional acumen & appearance.
• Ability to travel on a limited basis, as needed.

Skills

• Excellent interpersonal and communication skills.
• Strong analytical and problem-solving abilities.
• Ability to work independently and as part of a team.
• Proficiency in Microsoft Office Suite.

Benefits

• Base Pay Range
• Comprehensive Benefits Package
• Flexible Work Arrangements
• Professional Development Opportunities

Pay

Base salary range is determined based on experience and qualifications.

Schedule

Full-time position with flexible hours to accommodate the needs of the role and the business.