Sr Sales Advocate

Pacific Life • Newport Beach, CA

1d

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. Sales Advocate to join our Executive Benefits/COLI team in Newport Beach, CA. As a Sr. Sales Advocate you’ll move Pacific Life, and your career, forward by serving as a critical partner to the Executive Benefits Sales Team, providing comprehensive internal and external support throughout the life insurance sales process, from initial conversations and case submission through underwriting and premium placement. You will collaborate closely with Financial Professionals, their staff, TPAs, Underwriting, and New Business teams to ensure seamless execution and an exceptional service experience. You will be a new role that sits on a team of four people in the Consumer Markets division.

Requirements

• Bachelor’s degree or equivalent experience
• 5+ years of life insurance industry experience
• Proficiency in Microsoft Office Suite

Nice To Haves

• Strong knowledge of guaranteed issue and traditional underwriting
• Understanding of the life insurance new business process
• Experience in the Executive Benefits marketplace
• Product knowledge in COLI and non-COLI solutions
• Detail-oriented self-starter with a growth mindset
• Adaptable and comfortable managing change
• Thrives in a collaborative, high-performing team environment

Responsibilities

• Case Management & Process Oversight Manage active case inventory, track progress, and ensure timely follow-up
• Oversee document submission, ensuring completeness and accuracy
• Provide consistent status updates and reporting
• Generate comprehensive reports with actionable insights
• Cross-Functional Coordination Partner with the New Business team to gather enrollment materials and applications
• Facilitate smooth case submission and policy issuance upon underwriting approval
• Work directly with Underwriting (guaranteed issue and traditional) to clarify requirements and resolve concerns
• Coordinate expectations across Financial Professionals, TPAs, and internal teams
• Advocacy & Service Excellence Advocate for Financial Professionals using consultative negotiation skills
• Manage escalations and identify creative, win-win solutions
• Deliver concierge-level service and conduct training on new business and underwriting processes
• Build strong, lasting relationships through proactive communication
• Operational Excellence Assist with licensing and appointment verification
• Identify and recommend process improvements
• Support special projects that drive Executive Benefits sales growth
• Participate actively in team collaboration and strategy discussions

Benefits

• Prioritization of your health and well-being including Medical, Dental, Vision, and a Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level