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Sr Sales Advocate
| Company | Pacific Life |
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| Location | Newport Beach, CA, USA |
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| Salary | $91350 – $111650 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Senior |
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Requirements
- 5+ years of individual life insurance experience
- Strong knowledge of underwriting, new business and products
- 4-year degree or equivalent experience
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.
Preferred Qualifications
No preferred qualifications provided.
