Sr Wholesaler Concierge Desk Associate

Pacific Life - Omaha, NE

Hiring: Sr Wholesaler Concierge Desk Associate Company: Pacific Life Location: Omaha, NE Job Posted Time: 2026-09-11 11:52:39 Target Skills & Keywords : Financial Planning, Microsoft Excel, Salesforce, User Experience About the job Experience: •2-3 years of sales enablement systems experience in a Financial Services environment, preferably with Life or Annuities experience •2+ years of hands-on experience with Salesforce Sales •3 years of sales enablement systems experience in a Financial Services environment, preferably with Life or Annuities experience Required Skills: •How You Will Help Us Move Forward •Provide excellent sales team support, as the central point of contact for one-on-one assistance with sales enablement programs, tools and technologies. •Track and report key trends for stakeholders and partners in Sales Intelligence, Sales Training, and Marketing to provide insight for continual improvement of wholesaler experience. •Manage requests and act as a liaison with internal stakeholders to bring successful resolution to complex and or cross-functional problems •Perform extensive front-line investigations into technical issues, and log cases with accurate information to provide a full record of each issue and resolution. Ensure every interaction is of the highest quality. •Actively participate and share observations across the organization to improve process or help solve root cause issues. •Actively facilitate and support CE and webinar process in conjunction with Events Planning and our Retirement Solutions Group (RSG). Duties include report creation and/or reconciliation. •Research and troubleshoot systems and sales tools issues and support new user onboarding and training. Qualifications: •What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife Compensation: •$80,820 - $98,780 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!