Sr Sales Advocate

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* Job Description:

** We’re actively seeking a talented Sr. Sales Advocate to join our Executive Benefits/COLI team in Newport Beach, CA.
As a Sr. Sales Advocate you’ll move Pacific Life, and your career, forward by serving as a critical partner to the Executive Benefits Sales Team, providing comprehensive internal and external support throughout the life insurance sales process, from initial conversations and case submission through underwriting and premium placement. You will collaborate closely with Financial Professionals, their staff, TPAs, Underwriting, and New Business teams to ensure seamless execution and an exceptional service experience.

You will be a new role that sits on a team of four people in the Consumer Markets division.

** How you’ll help move us forward:
**** Case Management & Process Oversight
*** Manage active case inventory, track progress, and ensure timely follow-up
* Oversee document submission, ensuring completeness and accuracy
* Provide consistent status updates and reporting
* Generate comprehensive reports with actionable insights
** Cross-Functional Coordination
*** Partner with the New Business team to gather enrollment materials and applications
* Facilitate smooth case submission and policy issuance upon underwriting approval
* Work directly with Underwriting (guaranteed issue and traditional) to clarify requirements and resolve concerns
* Coordinate expectations across Financial Professionals, TPAs, and internal teams
** Advocacy & Service Excellence
*** Advocate for Financial Professionals using consultative negotiation skills
* Manage escalations and identify creative, win-win solutions
* Deliver concierge-level service and conduct training on new business and underwriting processes
* Build strong, lasting relationships through proactive communication
** Operational Excellence
*** Assist with licensing and appointment verification
* Identify and recommend process improvements
* Support special projects that drive Executive Benefits sales growth
* Participate actively in team collaboration and strategy discussions
** The experience you bring:
*** Bachelor’s degree or equivalent experience
* 5+ years of life insurance industry experience
* Proficiency in Microsoft Office Suite
** What makes you stand out:
*** Strong knowledge of guaranteed issue and traditional underwriting
* Understanding of the life insurance new business process
* Experience in the Executive Benefits marketplace
* Product knowledge in COLI and non-COLI solutions
* Detail-oriented self-starter with a growth mindset
* Adaptable and comfortable managing change
* Thrives in a collaborative, high-performing team environment#LI-KB1    You can be who you are.
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 regardless of participation.
** 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.$93,600.00 - $
** 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…