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Sales Process Strategy Analyst

Sales Process Strategy Analyst

CompanyPacific Life
LocationNewport Beach, CA, USA, Omaha, NE, USA
Salary$110700 – $135300
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior

Requirements

  • 5+ years distribution experience in the financial services space with a focus on annuity/life third party distribution
  • 4yr College Degree
  • Self-driven with ability to work independently
  • Ability to drive accountability and lead projects
  • Customer oriented
  • Strong working knowledge of: Annuity and/or Life Products, Sales Force, Platforms used by Broker Dealers and Advisors including iCapital, FIDx, LUMA, eMoney & MoneyGuidePro

Responsibilities

  • Act as business lead on multiple key initiatives of the team
  • Drive daily interaction and execution
  • Be the first point of contact with business partners and stakeholders
  • Day-to-day vision communication and make tactical go/no-go decisions
  • Gather feedback from stakeholders while continuing to monitor progress to provide the best possible user experience

Preferred Qualifications

    No preferred qualifications provided.