Director, Advisor Relations

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 Director, Advisor Relations to join our team in Newport Beach, CA or Omaha, NE to work remotely or in the office. 

As a Director, National Markets Advisor Relations, you will be focused on building key Advisor relationships, and play a key role in Pacific Life’s growth and long-term success by being responsible for growing the Pacific Life footprint in the Defined Contribution Lifetime Income (DCLI) market for the Institutional Division. Your colleagues will include other National Markets Directors and Sales Associates dedicated to the DCLI market. The national markets team works closely to collaborate and coordinate with other functional areas within the division to provide a high level of customer service to our clients.

How you'll help move us forward:

• Market Pacific Life’s DCLI suite of products to National Advisor channels to generate home office awareness of brand and products/solutions, identify sales opportunities, and achieve sales goals. Includes in-person office visits, phone calls, virtual meetings, and attending industry meetings and conferences.  Also includes marketing and developing relationships with clients.

• Responsible for building Advisor engagement strategies, including creating and maintaining detailed "firm profiles” for targeted relationships, with information on focus items, sales strategy, etc.

• Prioritize activity and leverage a metrics-driven approach to track relationships and drive results.  Work with internal sales team, pricing, operations, risk management, and others as appropriate to identify, gather, and provide pertinent information, understand structure and pricing considerations, interface with the client/intermediary to communicate bids and seek competitive feedback to close sales.

• Responsible for meeting targeted activity metrics and sales targets.

• Manage the end-to-end sales process on opportunities sourced through strategic partners and key Advisors to drive sales and adoption. This includes but is not limited to relationship development, opportunity sourcing, pipeline management, coordinating sales teams and making compelling presentations.

• Development of due diligence meeting process and overall accountability for execution and success for these site visits with a goal of deepening relationships and driving sales activity.

• Document activities in SalesForce and report out on a regular basis.  Partner closely with other key areas to drive opportunities through the pipeline.

• Partner closely with other key areas to drive opportunities through the pipeline.

• Lead annual review meetings, in partnership with other functional areas within the division.

• Build and foster targeted relationships with Independent Fiduciaries with connection to advisor relationships to further drive Pacific Life’s DC reach.

• Monitor market, solicit feedback from intermediaries, and provide feedback internally regarding trends in products, competitors, emerging markets, etc.

• Provide input into the needs and development of appropriate product, support materials including presentations, brochures, website, advertisements, social media campaigns, etc.

The experience you bring:

• Four-year college degree in business administration, marketing, investments, finance, mathematics or a related field.

• Life and Health license.

• Minimum 10 years’ experience in sales, marketing, consulting or similar role in the defined contribution plan market.

• Ability to execute, Strong performance orientation and drive sales results.

• Strong analytical skills, with the ability to grasp complexities and perceive relationships among business and financial issues.

• Demonstrated consultative selling skills as well as strong communication and presentation skills.

• Proficiency in using SalesForce for both activity tracking and reporting.

• Known for ability to respectfully and confidently collaborate and easily communicate with various stakeholders.