Sr Wholesaler Concierge Desk Associate

Overview

We are actively seeking a talented Wholesaler Concierge Desk Associate to join our team in Omaha, NE, focused on supporting the life and annuity sales teams within the Consumer Markets Division. The team fosters adoption of sales enablement tools to drive sales efficiency.

• Provide excellent sales team support, as the central point of contact for one-on-one assistance with sales enablement programs, tools and technologies.

• Track and report key trends for stakeholders and partners in Sales Intelligence, Sales Training, and Marketing to provide insight for continual improvement of wholesaler experience.

• Manage requests and act as a liaison with internal stakeholders to bring successful resolution to complex and/or cross-functional problems (Sales, Operations, Marketing, Salesforce COE, etc.).

• Perform extensive front-line investigations into technical issues, and log cases with accurate information to provide a full record of each issue and resolution. Ensure every interaction is of the highest quality.

• Actively participate and share observations across the organization to improve process or help solve root cause issues.

• Support the CE and webinar process in conjunction with Events Planning and the Retirement Solutions Group (RSG). Duties include report creation and/or reconciliation.

• Research and troubleshoot systems and sales tools issues and support new user onboarding and training.

• Coordinate with Corporate IT and Salesforce COE to ensure tech and systems access is in place for onboarding of sales employees.

• Gather and understand business stakeholder needs. Work with key internal and external stakeholders to refine, enhance, and simplify the wholesaler experience for Salesforce and other sales enablement tools.

• Demonstrate proficiency with the Salesforce platform and other sales enablement tools to pilot, test new solutions, and demo features to wholesalers.

• Maintain a deep understanding of enablement programs, sales tools and technologies available to the sales team and how they integrate.

• Be a team player, adaptable and with a strong work ethic. Identify where help is needed and contribute by coaching and training peers.

• Develop and document training guides and videos in collaboration with Sales Training.

• Continually look for opportunities to implement process efficiencies and streamline the Salesforce and sales tools experience.

• Provide guidance on building, and may build, Salesforce reports, in collaboration with Sales Intelligence.

• Advanced knowledge of tools, processes and technologies to support the field sales team (e.g., Salesforce, Tableau, Excel, Business Planning Dashboard, NBA, Seismic, territory management, Cvent, PL websites, Ensight, PPT, Lifeline, etc.).

• Demonstrated ability to think strategically and align internal resources.

• Strong focus on customer experience and keen attention to detail.

• Strong business acumen and ability to create efficient and repeatable processes and controls.

• Analytical and technical mindset that helps you troubleshoot and evaluate issues quickly and accurately.

• Resourceful with proven ability to tackle difficult questions/issues with minimal supervision.

• Effective written communication to translate complex concepts and processes into easily digestible content.

• 2+ years of hands-on experience with Salesforce Sales.

• Minimum 2-3 years of sales enablement systems experience in a Financial Services environment, preferably with Life or Annuities experience.

• FINRA Series 6/7 Required.

• FINRA 63, Life Insurance and/or Variable Products license Preferred.

• Undergraduate degree in Marketing, Economics or Finance, or equivalent Financial Industry experience.

#LI-AS1

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.

$80,820.00 - $98,780.00

Your Benefits Start Day 1

Your wellbeing is important to Pacific…