Pacific Life Work Values

Daily Duties at Pacific Life:

* Field Recruiter responsible for developing relationships and increasing life insurance sales through the recruitment of independent financial services professionals, banks, executive benefit firms, property and casualty firms, and CPA’s in PA, DE, NJ, WV. * Effectively and proactively marketed Pacific Life products and value added services through a consultative and advisory approach by offering specific ideas, advanced sales concepts, services, and resources that fit in the producer’s and CPA’s practice and matched their client profile. * Conducted, organized, and ran meetings and seminars within assigned territory and accounts for registered reps and CPA’s on product orientation and advanced sales strategies. * Provided point of sale, as needed by the rep/advisor. * Effectively managed large territory through a disciplined call and site visit rotation, as well as a consistent building of lists. * Effectively established relationships with sales support team and home office departments to address and solve a variety of problems and issues, including medical and financial underwriting issues, commissions, and case design. * Excellent understanding of all individual life products including whole life, indexed, fixed and variable UL, and where they fit in different sales scenarios. * In 2009 exceeded production goal by 22% and producing producer goal by 30%. * In 2010, increased policy count by 12% and producing producers by 5% * Efficiently managed expense account and budget. * Efficiently communicated sales activity history and call data to Sales Manager for weekly review. * Participate in regional conferences (NAIFA, SFSP, etc). * Part of a 10 member Pilot Program responsible for testing and providing feedback to the home office for Pacific Life’s Mobile Lifeline initiative.

What they like about Pacific Life:

The social vibrance of a hiring firm is very important to you. Your ability to make and maintain friendships there is a critical part of your decision. You would likely be dissatisfied with a workplace that is quiet, cold, or otherwise not particularly social. When you investigate a new hiring company, ask recruiters, managers, and potential co-workers about the social life and opportunities there. This is especially important when you are relocating; moving dramatically alters your social sphere both inside and outside the workplace.

Tags

Life Insurance, Wholesaling, Sales, Advanced Sales, FINRA licensed, Relationship Management

Skills

P&L responsibilities, Presentation, Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Technology Solutions, Sales Support, Software Implementation, Requirements Analysis & Specification, Leadership

These are some of the questions we asked our climbers about their experiences with Pacific Life: