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 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
Benefits start Day 1.
Benefits
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
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.
Base Pay Range $93,600.00 - $114,400.00
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.
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 www.pacificlife.com. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.
You can be who you are.
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
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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
Benefits start Day 1.
Benefits
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
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.
Base Pay Range $93,600.00 - $114,400.00
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.
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 www.pacificlife.com. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.
You can be who you are.
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
#J-18808-Ljbffr