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National Sales Mgr, NQDC Solutions

Pacific Life Insurance Company Aliso Viejo, CA

Job Description

National Sales Mgr, NQDC Solutions

Job Summary:
The National Sales Manager (NSM) for Non-Qualified Deferred Compensation Solutions (NQDC Solutions) is responsible for the creation and execution of the business development strategy for the recruitment and retention of advisors seeking NQDC solutions for their mid-market COLI business owner clients.  The incumbent will manage a nationwide team of Field Vice Presidents (FVPs) responsible for joint sales with financial advisors.  The NSM is responsible for promoting NQDC executive benefit plans by collaborating with both internal and external sales teams or individuals.  FVPs will be experienced in the design, sale, and servicing of NQDC Executive Benefit plans.  The NSM is responsible for business development, working with the primary TPA relationship to ensure communication and continuity, and collaborating with other PL NSMs to maximixe channel specific business development opportunities in this market.  The NSM will create sales plans and budgets to achieve annual goals aligned with management objectives. 

Essential Duties and Responsibilities:
Develop, implement, execute, maintain a national sales strategy
 Create/execute a comprehensive business development strategy for both internal and external customers.
 Collaborate with senior management to define overall sales strategy, sales goals, and solution development
 Collaborate with Primary TPA relationship to ensure sales and relationship success.
 Overall responsibility for promoting the sale of mid market COLI products and services to affiliated sales representatives
 Perform research and identify new potential customers and new market opportunities.
 Perform all other duties as needed or required to maintain and grow profitable business within the assigned account base.
Sales Team Management
 Lead a nationwide sales team to achieve sales targets.
 Establish and implement the company's sales process and philosophy to establish a culture in which successful salespeople want to operate long-term
 Ensure on-boarding and training programs are being implemented and ideas for improvement are communicated. 
TPA Relationship
 Responsible for the account management of the Primary TPA relationship including business development and problem resolution.

Sales Programs
 Development of marketing programs directly aligned with promoting mid-market COLI product solutions
 Establish a program for sales coaching, and work with PL field recruiters and primary TPA relationship on a regular basis to build sales team confidence, knowledge and ability, and be available to assist with complex sales opportunities when needed.
 Relationship Management with a variety of key stakeholders.
 Communicate effectively within every level of the company
 Cultivate and maintain effective business relationships with executive decision makers in large accounts.
 Comfortable and skillful with operating, tracking, and analyzing sales progress and opportunities via lead management and Sales Force, as well as other technology and tracking tools.

Minimum Qualifications & Experience:
 Bachelor's degree or related experience.
 Minimum of seven years of sales experience in the financial services industry, with a minimum of five years experience in Non-Qualified Deferred Compensation sales in the COLI marketplace.
 Experience managing a national sales force
 Series 6 and 26 licensed
 Administrative/Technical Skills
 Analytical and research skills
 NQDC plan design experience
 Negotiation skills
 Planning and organizational skills
 PC skills, including knowledge of Microsoft Office products
 Presentation skills
 Team management experience, with an emphasis on individual development and driving sales opportunities
 Time and project management skills
 Relationship oriented
 Excellent written and verbal communication skills
Working Conditions:
Customers needs can be demanding and may be requested after normal business hours.
Complex relationship management challenges (HO, Field, TPA, Advisors, etc).

Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification.  It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.


Job Details

Date Posted November 9, 2019
Date Closes December 9, 2019
Requisition 712295
Located In Aliso viejo, CA
SOC Category 00-0000.00