Teams at Pacific Life

Sell Pacific Lifes Pension Risk Transfer (PRT) and Defined Contribution Lifetime Income (DCLI) solutions by building and managing national consultant, recordkeeper, and strategic partner relationships. Drive sales results, manage pipeline and firm profiles, track activity in Salesforce, conduct in-person and virtual meetings and conferences, provide market feedback, collaborate with internal stakeholders, and travel ~25% across the US.

Evaluate life insurance applicants end-to-end, focusing on mortality risk. Order and review underwriting requirements, enter medical history data, finalize cases, and make advanced risk-selection decisions while meeting productivity, quality, and performance standards.

Lead and coach an underwriting team to evaluate life insurance applicants, make mortality risk decisions, finalize cases, and perform second-sign duties. Drive underwriting process improvements, order and review medical requirements, meet productivity and quality standards, and partner with distribution to support accelerated underwriting initiatives.