Sales Process Strategy Leader

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 Strategy Leader to join our Consumer Markets Sales Intelligence team in Newport Beach, CA.

As a Sales Process Strategy Leader you’ll move Pacific Life, and your career, forward by establishing a matrixed team to drive sales process strategy and go to market efforts. You will partner with various teams including Marketing, Sales Leaders, Sales Enablement, Technology, Product Intelligence, and Strategy to optimize and drive an effective sales process. You will fill a new role that sits on a team of 35 people in the Consumer Markets Division. Your colleagues will include sales support leaders and/or fellow marketing, technology, and product professionals.
 

How you’ll help move us forward:

• Thought leader in go to market strategies with a focus on products/tools. Help form a holistic approach with lens towards seller/buyer experience.

• Own sales tools strategy. Partner with various teams (marketing, training, product intelligence) on deployment, messaging, positioning.

  • Partner with training/concierge/E-consultant(s) to help drive adoption across sales tools tech stack

  • Tools include ICapital, FIDx, LUMA, Firelight, Ensight, Seismic, etc.

• Lead effort to improve sales force capabilities that optimize user experience with goal of driving sales results. Partner with SF COE, Opty Mgt VS Lead, Portfolio Mgt team and Process improvement team (Noran K), as well as other stakeholders to shape SF user strategy and corresponding tactical execution.

• Champion and drive advisor segmentation including territory execution strategy; Focus advisors, drive zone recommendations, and key monitoring tools.

• Partner with sales enablement leader (Angie B), SF COE, and SI team on shaping and identifying solution needs for sales cadences. This includes cadence streams, integration of NBA, and identifying appropriate tools that will enable efficient FW/IW/Advisor experience.

The experience you bring:

• 10+ years distribution experience in the financial services space with a focus on annuity/life third party distribution.

• 4yr Degree College Degree.

• Self-driven with ability to work independently and with minimal guidance.

• Strategic thinker(innovator) with strong communication skills.

• Comfortable working at all levels of the organization.

• Strong familiarity with tech stack needed to support sales process and advisors.

  • Familiarity and working knowledge of Sales Force.

  • Strong understanding of various platforms used by Broker Dealers and Advisors, including iCapital, FIDx, eMoney/MoneyGuide Pro, LUMA.

  • Proficiency in Microsoft suite of products

• Ability to lead by influence and not necessarily through a traditional organizational structure. Strong decision making with a keen focus on delivering outcomes.

• Experience driving agile delivery programs with diverse scope while regularly re-evaluating for value alignment, ROI, etc.

You can be who you are.

People come first here. We’re committed to a diverse, equitable and inclusive workforce. Learn more about how we create a welcoming work environment through Diversity, Equity, and Inclusion at www.pacificlife.com. What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.

Benefits start Day 1.

Your wellbeing is important. We’re committed to providing 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 a 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 regardle