Pacific Life
Sales Advocate I
Pacific Life, Newport Beach, California, us, 92659
Job Description: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.Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We're actively seeking a talented Sales Advocate I to join our team. This role will be hybrid and based in Newport Beach, CA.As a Sales Advocate you will work directly with Regional Business Teams to provide support for internal and external partners. Train the field on Pacific Life's tools and services. Train financial professionals and their staff on new business forms, systems, and processes. Work with Regional Business team to develop sales pipeline.How you will make an impact:Support pre-sale process by working with Financial Professionals (or designated contact person), Field Wholesalers, Internal Wholesalers, Internal Partners, and Management.Assist Sales Advocates in the onboarding process. This may include (but not limited to):
Setting up and completing webinars on various topics
Train on end-to-end process, Pacific Life underwriting methods, Planned Performance Tracking and Lifeline
Assist Sales Advocates to proactively engage on informals and Papers Only submissions
Explore the nature of the case (competition, discuss other offers, client background, when is the client meeting, etc). Follow up after the client meeting to encourage submission.
Enters required information into CRM in a timely manner
Build and sustain relationships that contribute to repeatable business
Assist the field with how to complete forms, answer questions about the underwriting and new business process
Actively and consistently promote our digital options including E-Application, DocuSign, and E-Delivery
Assist the field with how to complete an E-Application
Be able to conduct E-Application demos on demand and conduct ZOOM webinars on our products and services
Provide forms and packages as requested
Sales Support:Integral part of the Regional Business Teams. Provides key updates on new and existing producers/cases, particularly high-profile cases. Provides pending pipeline reports. Works with the rest of the Regional Business Team to keep the pipeline full and moving.
Be aware of the sales goals of the Wholesalers and the channels to take meaningful actions to meet/exceed those sales goals.
Aligns with strategic goals established between PL Key Accounts and our Focus accounts.
Assist Sales Advocates with preparing new business reports for weekly RBT calls
Work closely with the Sales Advocates to discuss sales goals, pending cases / opportunities and daily activities
Assist IW and Sales Advocates in following up on active campaigns
Miscellaneous Tasks:Provide back-up support on an as needed basis
Actively participate in projects, initiatives, and team meetings
Help monitor team inbox to ensure quick and accurate responses
Log into AWS Connect at start of shift and log out at end of shift.
Remain in "Available" status to take inbound calls.
Change phone status as appropriate when on break, at lunch, in a meeting or training.
Reported "Online Time" should generally reflect 9 hours per day (45 hours per week) - Minus absences
Reported "Agent Answer Rate" should be at least 85%
Reported Non-Productive time in general should be less than 10 hours a week (Breaks/Lunches/Off Phone Activity)
Reported Outbound Calls should average 10 calls per day
Behaviors and Work HabitsHas camera on during team calls, conference calls and meetings
Demonstrates the Pacific Life Core Values on a consistent basis
Always behaves professionally and courteously
Builds positive relationships with Regional Business Team, Home Office, the field, and FA/staff.
Adheres to the company's attendance and punctuality guidelines.
Consistently takes ownership and accountability for work as well as for issues and problems that arise.
Consistently open to coaching, feedback, continuous learning, and personal growth.
Acts as an ambassador for Pacific Life
Remains calm and composed in work and interpersonal situations
Consistently acts as an advocate for the field while continuing to model strong positive relationships with internal partners
Demonstrates empathy for others
Open to adopting new and changing technology
Brings a positive and optimistic energy to the role
Focus on the 6 D's and incorporating them into our work and role
Maintains a positive attitude
Focus on learning and self- development/improvement
The experience you will bring:Knowledge of life insurance products, the life insurance industry and procedures gained through 5+ years of experience in or through a combination of experience and coursework.
Proficient in the use of personal computers and specialized software (e.g., Microsoft Word, Excel, PowerPoint, Outlook).
Excellent written and communication skills. Strong organizational skills to perform administrative functions.
Experience with presentations in person, on ZOOM or other platforms (minimum 2 years)
May require completion of FINRA exams and attainment of required licenses
Background in customer service (minimum 2 years)
Self-starter & driven to succeed
Detail oriented
Able to manage through complex situations
Solid influencing abilities
Demonstrates patience
Demonstrates urgency
#LI-KB1Base Pay Range:The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.$31.95 - $39.05
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.Prioritization of your health and well-being including Medical, Dental, Vision, and 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
EEO Statement:Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
Setting up and completing webinars on various topics
Train on end-to-end process, Pacific Life underwriting methods, Planned Performance Tracking and Lifeline
Assist Sales Advocates to proactively engage on informals and Papers Only submissions
Explore the nature of the case (competition, discuss other offers, client background, when is the client meeting, etc). Follow up after the client meeting to encourage submission.
Enters required information into CRM in a timely manner
Build and sustain relationships that contribute to repeatable business
Assist the field with how to complete forms, answer questions about the underwriting and new business process
Actively and consistently promote our digital options including E-Application, DocuSign, and E-Delivery
Assist the field with how to complete an E-Application
Be able to conduct E-Application demos on demand and conduct ZOOM webinars on our products and services
Provide forms and packages as requested
Sales Support:Integral part of the Regional Business Teams. Provides key updates on new and existing producers/cases, particularly high-profile cases. Provides pending pipeline reports. Works with the rest of the Regional Business Team to keep the pipeline full and moving.
Be aware of the sales goals of the Wholesalers and the channels to take meaningful actions to meet/exceed those sales goals.
Aligns with strategic goals established between PL Key Accounts and our Focus accounts.
Assist Sales Advocates with preparing new business reports for weekly RBT calls
Work closely with the Sales Advocates to discuss sales goals, pending cases / opportunities and daily activities
Assist IW and Sales Advocates in following up on active campaigns
Miscellaneous Tasks:Provide back-up support on an as needed basis
Actively participate in projects, initiatives, and team meetings
Help monitor team inbox to ensure quick and accurate responses
Log into AWS Connect at start of shift and log out at end of shift.
Remain in "Available" status to take inbound calls.
Change phone status as appropriate when on break, at lunch, in a meeting or training.
Reported "Online Time" should generally reflect 9 hours per day (45 hours per week) - Minus absences
Reported "Agent Answer Rate" should be at least 85%
Reported Non-Productive time in general should be less than 10 hours a week (Breaks/Lunches/Off Phone Activity)
Reported Outbound Calls should average 10 calls per day
Behaviors and Work HabitsHas camera on during team calls, conference calls and meetings
Demonstrates the Pacific Life Core Values on a consistent basis
Always behaves professionally and courteously
Builds positive relationships with Regional Business Team, Home Office, the field, and FA/staff.
Adheres to the company's attendance and punctuality guidelines.
Consistently takes ownership and accountability for work as well as for issues and problems that arise.
Consistently open to coaching, feedback, continuous learning, and personal growth.
Acts as an ambassador for Pacific Life
Remains calm and composed in work and interpersonal situations
Consistently acts as an advocate for the field while continuing to model strong positive relationships with internal partners
Demonstrates empathy for others
Open to adopting new and changing technology
Brings a positive and optimistic energy to the role
Focus on the 6 D's and incorporating them into our work and role
Maintains a positive attitude
Focus on learning and self- development/improvement
The experience you will bring:Knowledge of life insurance products, the life insurance industry and procedures gained through 5+ years of experience in or through a combination of experience and coursework.
Proficient in the use of personal computers and specialized software (e.g., Microsoft Word, Excel, PowerPoint, Outlook).
Excellent written and communication skills. Strong organizational skills to perform administrative functions.
Experience with presentations in person, on ZOOM or other platforms (minimum 2 years)
May require completion of FINRA exams and attainment of required licenses
Background in customer service (minimum 2 years)
Self-starter & driven to succeed
Detail oriented
Able to manage through complex situations
Solid influencing abilities
Demonstrates patience
Demonstrates urgency
#LI-KB1Base Pay Range:The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.$31.95 - $39.05
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.Prioritization of your health and well-being including Medical, Dental, Vision, and 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
EEO Statement:Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.