Sr Sales Advocate

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 Sr Sales Advocate to join our M Internal Sales Team in Newport Beach, CA. This role is on-site. You’ll work at our state-of-the-art Newport Beach headquarters.

As a Sr Sales Advocate you’ll move Pacific Life, and your career forward by providing experience in new business and underwriting. You will fill an addition to staff that sits on a team of 11 people in that support M Financial sales. Your colleagues will include: VP M Financial, National Sales Manager, Director Sales Advocacy & Case Design, 3 Field VPs, 3 Sales Consultants and 2 Sales Advocates.

How you'll help us move forward

• Proactively manage and resolve life insurance submissions from initial submission through paying the case.

• Maintain or exceed established conversion and placement metrics.

• Prepare and participate in weekly M territory sales meetings.

• Set proper expectations with financial professionals and their teams.

• Advocate and negotiate offers with M Underwriters on behalf of financial professionals by using consultative and listening skills to direct sales.

• Manage escalations to steer underwriters to important cases that require prioritization (relooks, rushes, sensitive cases, and SLAs).

• Proactively build and strengthen relationships with financial professionals and their staff to influence decisions that will increase sales.

• Works with financial professionals and sales team to develop an understanding for the purpose of the sale, and position against competition.

• Work with M Team to meet/exceed territory and M Team goals.

• Provide concierge service and training to internal and external partners (M Team, Financial Professionals, and their staff).

• Identify and recommend process improvements.

• Work closely with internal and external sales teams to increase sales.

• Resource for product questions, as needed.

• Generate and customize Salesforce reports.

• Update Salesforce with current underwriting offers and case notes.

• Generate status reports for management, financial professionals and others as needed.

The experience you bring:

• 5+ years of individual life insurance experience

• Strong knowledge of underwriting, new business and products

• 4-year degree or equivalent experience

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  What’s life like at Pacific Life? Visit

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.

Your Benefits Start Day 1

Your wellbeing is…