Sales Process Lead optimizing sales processes for Pacific Life in a hybrid role. Collaborating with marketing, technology, sales, and product professionals to drive initiatives.
Responsibilities
Act as business lead on multiple key initiatives of the team
Drive daily interaction and execution
Be the first point of contact with business partners and stakeholders
Day-to-day vision communication and make tactical go/no-go decisions
Gather feedback from stakeholders while continuing to monitor progress to provide the best possible user experience
Requirements
8+ years distribution experience in the financial services space with a focus on annuity/life third party distribution
4yr College Degree preferred or equivalent experience
Self-driven with ability to work independently
Ability to drive accountability and lead projects
Customer oriented
Strong working knowledge of: Annuity and/or Life Products, Salesforce, Seismic
Benefits
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
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