Sr Wholesaler Concierge Desk Associate
Listed on 2026-09-15
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Sales
Sales Analyst, Sales Administrator, Sales Development Rep/SDR, CRM Systems & Management
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.
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.
specifically focused on supporting the life and annuity sales teams within the Consumer Markets Division. The team plays a lead role in fostering adoption of all sales enablement tools throughout the sales organization in order to drive sales efficiency.
As part of the CMD Sales Enablement team, you’ll be responsible for supporting wholesalers’ proficiency and adoption of Salesforce CRM, tableau, Business Planning Dashboard, Next Best Action, Hey Dan!,Lifeline, PPT, Ensight, SIMON, and our other Sales Enablement tools. You’ll also provide customized training to individual wholesalers to aid them in using these tools to help them manage their territories and drive more sales. Additionally, you’ll use your knowledge of the sales tools, and user experience to drive system enhancements and capabilities, simplifying the wholesaler experience. How You Will Help Us Move Forward
- 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 our 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 your proficiency with the Salesforce…
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