Sales Process Lead

Reposted 16 Days Ago
Be an Early Applicant
2 Locations
In-Office
138K-168K Annually
Senior level
Financial Services
The Role
As a Sales Process Lead, you will drive sales process optimization, act as the business lead on key initiatives, and communicate the team's vision while managing stakeholder feedback.
Summary Generated by Built In

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.
We’re actively seeking a talented Sales Process Lead, to join our Sales Process Optimization Fusion Team. This role is hybrid working from Newport Beach, CA or Omaha, NE.
As a Sales Process Lead, you’ll move Pacific Life, and your career, forward by joining a cross functional team to drive sales process optimization. You will fill a role that sits on a team of 6 people in the Consumer Markets division. Your colleagues will include fellow marketing, technology, sales and product professionals.
How you’ll help move us forward:
• 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
The experience you bring:
• 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

You can be who you are.

We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife

#LI-EH2

Base 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.

$137,610.00 - $168,190.00

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

You Can Be Who You Are

We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.

What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife

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.

Skills Required

  • 8+ years distribution experience in financial services with focus on annuity/life distribution
  • 4yr College Degree or equivalent experience
  • Self-driven and able to work independently
  • Ability to drive accountability and lead projects
  • Customer oriented
  • Strong working knowledge of Annuity and/or Life Products
  • Strong working knowledge of Salesforce
  • Strong working knowledge of Seismic

Pacific Life Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Pacific Life and has not been reviewed or approved by Pacific Life.

  • Retirement Support Retirement funding includes both an automatic company contribution and a dollar‑for‑dollar 401(k) match, positioned as a standout element of the package. Vesting is defined at three years in official materials.
  • Leave & Time Off Breadth Time off is described as generous and scalable with tenure, complemented by multiple paid holidays and options to augment PTO. Paid parental leave and adoption assistance further extend coverage for families.
  • Wellbeing & Lifestyle Benefits A flexible annual wellbeing reimbursement supports diverse needs alongside counseling resources and wellness tools. Day‑one eligibility for core coverages adds immediate lifestyle value.

Pacific Life Insights

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The Company
HQ: Newport Beach, CA
3,447 Employees
Year Founded: 1868

What We Do

For more than 150 years, Pacific Life has helped millions of individuals and families with their financial needs through a wide range of life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Whether your goal is to protect loved ones or grow your assets for retirement, Pacific Life offers innovative products and services that provide value and financial security for current and future generations. Pacific Life counts more than half of the 100 largest U.S. companies as its clients and has been named one of the 2022 World’s Most Ethical Companies® by the Ethisphere Institute. For additional company information, including current financial strength ratings, visit www.PacificLife.com. Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Client count as of June 2022 is compiled by Pacific Life using the 2022 FORTUNE 500® list. Learn more about Pacific Life: www.instagram.com/pacificlife www.twitter.com/pacificlife www.facebook.com/PacificLife www.youtube.com/user/PacificLifeInsurance Please review our social media guidelines: paclife.co/social

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