Sr Sales Advocate

Sr. Sales Advocate 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: 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 Your wellbeing is important to Pacific Life, and we're committed to providing you with 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. Prioritization of your health and well-being including Medical, Dental, Vision, and 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 We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. 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.

Created: 2026-03-04