SSA Sr Internal Sales Assoc

About the role

As a Sr. Internal Sales Associate for Structured Settlements, you'll play a key role in Pacific Life's growth and long-term success by developing relationships with consultants, partnering with our external and internal wholesalers to drive sales, and providing illustrations for structured settlement annuities and attorney fee products.

Responsibilities

• Develop relationships with consultants and partnering with our external and internal wholesalers to drive sales.
• Provide competitive quotes for structured settlement annuities and attorney fee products.
• Drive education and engagement for our newly launched rider/benefit option via webinars, email and calls.
• Partner with our legal team to review cases for acceptability under tax codes and compliance with Pacific Life guidelines.
• Deliver exceptional customer service through calls and emails.
• Possible opportunities for travel to attend firm and industry meetings.

Requirements

• Bachelor’s degree in Business, Finance, Marketing or related field and 5 years’ experience working in relationship management/sales.
• Strong presentation, relationship-building, and problem-solving skills.
• Professional with strong attention to detail and communication skills that works well independently and as part of a team.
• You take initiative and approach challenges with resourcefulness, thriving in complex or evolving situations.

Qualifications

• Life insurance in resident state.
• If candidate does not have an active life license, they will be required to complete requirements within six months of hire.
• A positive, personable attitude with a growth mindset.
• A passion for personal and team growth, with a strong interest in learning and an eagerness to share knowledge both internally and externally through teaching, presenting, and/or training.
• General insurance knowledge, preferably with tax and legal competency as it relates to structured settlement governing laws.
• Certified Structured Settlement Consultant (CSSC) designation.

Skills

• Strong presentation, relationship-building, and problem-solving skills.
• Attention to detail and communication skills.
• Initiative and resourcefulness.
• Ability to work independently and as part of a team.
• Knowledge of general insurance, specifically structured settlements.
• Knowledge of tax and legal competency as it relates to structured settlement governing laws.
• Certified Structured Settlement Consultant (CSSC) designation.

Benefits

• 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.
• Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents.