Sr. M Sales Advocate

Pacific Life•Newport Beach, CA

4d•Hybrid

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. Why? 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’re actively seeking a talented Sr. M Sales Advocate to join our M Internal Sales Team in Newport Beach, CA. (Hybrid: 4 days in office and 1 day remote) As a Sr. M Sales Advocate you’ll move Pacific Life, and your career forward by providing experience in new business and underwriting. You will fill an addition to staff that sits on a team of 13 people in that support M Financial sales. Your colleagues will include: VP M Financial, National Sales Manager, Director Sales Advocacy & Case Design, 4 Field VPs, 4 Sales Design Consultants and 2 Sales Advocates.

Requirements

Strong knowledge of medical and financial underwriting concepts
Understanding of the life insurance new business process
Product knowledge (traditional and PPLI)
Detail-oriented self-starter with a growth mindset
Adaptable and comfortable managing change
Thrives in a collaborative, high-performing team environment
Bachelor’s degree or equivalent experience
5+ years of life insurance industry experience
Proficiency in Microsoft Office Suite
Experience with Salesforce

Responsibilities

Proactively manage and resolve life insurance submissions from initial submission through paying the case.
Maintain or exceed established conversion and placement metrics.
Prepare and participate in weekly M territory sales meetings.
Set proper expectations with financial professionals and their teams.
Advocate and negotiate offers with M Underwriters on behalf of financial professionals by using consultative and listening skills to direct sales.
Manage escalations to steer underwriters to important cases that require prioritization (relooks, rushes, sensitive cases, and SLAs).
Proactively build and strengthen relationships with financial professionals and their staff to influence decisions that will increase sales.
Works with financial professionals and sales team to develop an understanding for the purpose of the sale, and position against competition.
Work with M Team to meet/exceed territory and M Team goals.
Provide concierge service and training to internal and external partners (M Team, Financial Professionals, and their staff).
Identify and recommend process improvements.
Work closely with internal and external sales teams to increase sales.
Resource for product questions, as needed.
Generate and customize Salesforce reports.
Update Salesforce with current underwriting offers and case notes.
Generate status reports for management, financial professionals and others as needed.