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Headquartered in Newport Beach, California, Pacific Life provides life insurance, annuities, mutual funds, and other products to protect families and individual
FVP M – Marketing
Location
Ohio
Posted
163 days ago
Salary
0
Seniority
Lead
Job Description
FVP M – Marketing
Pacific Life
• Responsible for activity and consistent reliable delivery to M Firms of product; marketing strategy, underwriting education/support and relationship partnering. • Problem resolution in a timely manner, delegating to appropriate teams where warranted. • Counsel with M Firms to determine positioning opportunities and value delivery to M Firm members. • Achievement of channel performance requirements • Work with National Sales Manager and VP of M Marketing to grow production and market share of PL in M Channel by maintaining strong relationships with principals, marketers and support teams in the FVP territory. • Responsible for successfully carrying out M marketing plan by meeting with principals, marketers and support teams with the objective of growing firm sales with Pacific Life. Also responsible for maintaining M firm relationships and quarterbacking any issues or problems that arise. Must be willing to travel. • Responsible for meeting production goals established by Home Office management. • Managing travel and marketing expenses, establishing and maintaining strong working relationships with M Marketing Team and Home Office staff, entering information into Salesforce entry to include a minimum of meeting recaps and call logs.
Job Requirements
- Minimum of 5 years life insurance experience – CLU, ChFC or CFP desirable
- Knowledge of PL products
- Knowledge of sales concepts, life insurance details
- General knowledge of tax laws affecting sales concepts
- Knowledge of Pacific Life Systems
- Highly organized and goal-oriented
- Strong communication and interpersonal skills
- Strong ability to work in team settings as well as individually
- Strong problem-solving skills
- Strong delegation skills/quarterbacking
- Return calls within 24 hours
- Effective public speaker with Ability to provide education beyond product knowledge
- Excel and Power point knowledge
- Series 6, 63 (as required by state(s) in the territory) required
Benefits
- Your Benefits Start Day 1
- 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
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