National Sales Mgr, NQDC Solutions
Pacific Life Insurance Company Aliso Viejo, CA
National Sales Mgr, NQDC Solutions
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.
Responsible for the account management of the Primary TPA relationship including business development and problem resolution.
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
Analytical and research skills
NQDC plan design experience
Planning and organizational skills
PC skills, including knowledge of Microsoft Office products
Team management experience, with an emphasis on individual development and driving sales opportunities
Time and project management skills
Excellent written and verbal communication skills
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.
| Date Posted
November 9, 2019
| Date Closes
December 9, 2019
| Located In
Aliso viejo, CA
| SOC Category