SSA Sr Internal Sales Assoc
About The Position
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. 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 believe in giving you ongoing opportunities to advance your career. Whether you want to take on broader responsibilities or grow in new directions, you are in the right place. Here at Pacific Life, we want to help you embrace your potential so you can achieve your personal best doing purposeful work - every day. 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. You will join a team of 12 sales professionals in the Consumer Markets Division. This role is hybrid, with one day per week in-office presence options of Newport Beach, CA or Omaha, NE.
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.
Nice To Haves
- 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.
- Someone who is positive, personable, 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.
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.
Benefits
- Medical
- Dental
- Vision
- Wellbeing Reimbursement Account
- Paid Time Off
- Holiday Schedules
- Financial Planning Time Off
- Paid Parental Leave
- Adoption Assistance Program
- Competitive 401k savings plan with company match and an additional contribution regardless of participation
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What This Job Offers
Job Type
Full-time
Career Level
Senior
