Sales Enablement Training Specialist

Pacific Life • Newport Beach, CA

6d • $80,820 - $98,780

About The Position

Pacific Life is seeking a Sales Enablement Training Specialist to support the life and annuity sales teams within the Consumer Markets Division. Based in Omaha, Nebraska, or Newport Beach, California, this role helps drive adoption and effective use of sales enablement tools throughout the sales organization.

The specialist supports wholesalers’ proficiency with Salesforce CRM, Tableau, Business Planning Dashboard, Next Best Action, HeyDan!, Lifeline, PPT, Ensight, SIMON, and other tools. The role provides individualized training to help wholesalers manage territories and drive sales, investigates and resolves technical issues, supports onboarding, and works with stakeholders to improve tools and the wholesaler experience. It also develops training materials, tracks trends, supports continuing education and webinars, and contributes to process improvements and Salesforce reporting.

Requirements

• Advanced knowledge of tools, processes, and technologies that support field sales, such as Salesforce, Tableau, Excel, Business Planning Dashboard, Next Best Action, Seismic, territory management, Cvent, Pacific Life websites, Ensight, PPT, and Lifeline.
• Ability to think strategically and align internal resources.
• Strong focus on customer experience and attention to detail.
• Strong business acumen and ability to create efficient, repeatable processes and controls.
• Analytical and technical mindset, with the ability to troubleshoot and evaluate issues quickly, efficiently, and accurately.
• Resourcefulness and ability to handle difficult questions and issues independently with minimal supervision.
• Effective written communication skills to make complex concepts and processes easy to understand.
• FINRA Series 6 or Series 7 license required.

Nice To Haves

• At least 2 years of hands-on experience with Salesforce Sales.
• At least 2–3 years of sales enablement systems experience in financial services, preferably in life insurance or annuities.
• FINRA Series 63, life insurance, and/or variable products license.
• Undergraduate degree in Marketing, Economics, or Finance, or equivalent financial industry experience.

Responsibilities

• Serve as the central point of contact for one-on-one assistance with sales enablement programs, tools, and technologies.
• Track and report key trends to Sales Intelligence, Sales Training, Marketing, and other stakeholders to support continual improvement of the wholesaler experience.
• Manage requests and liaise with internal stakeholders to resolve complex and cross-functional problems.
• Investigate technical issues, log cases with accurate information, and provide high-quality support interactions.
• Share observations across the organization to improve processes and help address root-cause issues.
• Support the continuing education and webinar process with Events Planning and the Retirement Solutions Group, including creating or reconciling reports.
• Research and troubleshoot systems and sales tools issues and support new-user onboarding and training.
• Coordinate with Corporate IT and the Salesforce Center of Excellence to ensure technology and systems access is ready for sales employee onboarding.
• Gather business stakeholder needs and work with internal and external stakeholders to refine, enhance, and simplify the Salesforce and other sales enablement tools experience.
• Pilot and test new solutions and demonstrate sales enablement tool features and capabilities to wholesalers.
• Maintain a thorough understanding of enablement programs, sales tools, technologies, and their integrations.
• Coach and train peers and contribute as a flexible, collaborative team member.
• Develop and document training guides and videos in collaboration with Sales Training.
• Identify process efficiencies and streamline the Salesforce and sales tools experience.
• Provide guidance on Salesforce report building and potentially build reports in collaboration with the Sales Intelligence team.

Benefits

• Medical, dental, and vision coverage.
• Wellbeing Reimbursement Account for the employee or eligible dependents.
• Paid time off, holiday schedules, and Financial Planning Time Off.
• Paid parental leave.
• Adoption assistance program.
• 401(k) savings plan with company match and an additional company contribution regardless of participation.
• Additional incentive pay may be available to most employees.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed