Case Design Analyst

Pacific Life • Newport Beach, CA

13d • Hybrid

About The Position

Pacific Life is seeking a Case Design Analyst to join its Life Affluent Sales Desk Team in Newport Beach, California, or Omaha, Nebraska. This role produces sales proposals and illustrations and supports case design, marketing, policyholder service, and sales operations. It is an existing position on an eight-person team in the CMD Strategy and Enablement Division, alongside Case Design Analysts and Case Design Consultants. The position follows a hybrid schedule, with one required in-office day per week. Position level and compensation depend on the candidate’s experience, skillset, and location.

Requirements

• Bachelor’s degree or equivalent work experience preferred.
• Five or more years of life insurance case design experience preferred.
• SIE, Series 6 or 7, Series 63, and state Life and Health Insurance licenses required within six months of hire.

Nice To Haves

• Knowledge of Pacific Life’s suite of products.
• Knowledge of advanced concepts such as Executive Bonus, Premium Finance, Non-Qualified Deferred Compensation, and Split Dollar.

Responsibilities

• Produce needs analyses, sales proposals, and sales illustrations.
• Coordinate marketing seminars.
• Maintain the sales database.
• Assist in producing and implementing marketing programs, including promotional mailings, advertising campaigns, and cross-selling efforts.
• Correspond with current and orphaned policyholders to answer inquiries and resolve problems.
• Process applications and verify issued contracts before distribution to policyholders.
• Respond to field and internal requests for case design assistance and related information.
• Provide product information, share ideas, and generate proposals.
• May assist in developing sensitivity analyses and illustrations for key client presentations.

Benefits

• Medical, dental, and vision coverage.
• Wellbeing Reimbursement Account usable for the employee or eligible dependents.
• Paid time off, holiday schedules, and Financial Planning Time Off.
• Paid parental leave.
• Adoption assistance program.
• 401(k) savings plan with company match and an additional contribution regardless of participation.
• Additional incentive pay eligibility for most employees.

What This Job Offers

• Job Type: Full-time