Case Design Analyst

Pacific Life•Newport Beach, CA

13d•Hybrid

About The Position

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. 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 Case Design Analyst to join our Life Affluent Sales Desk Team in Newport Beach, CA or Omaha, NE. As a Case Design Analyst you’ll move Pacific Life, and your career, forward by producing sales proposals and illustrations. You will fill an existing role that sits on a team of eight people in the CMD Strategy and Enablement Division. Your colleagues will include Case Design Analysts and Case Design Consultants. Candidates will work a hybrid schedule, you will be required to be in office one day per week.

Requirements

Bachelors degree or equivalent work experience preferred
5+ years Life insurance case design preferred
SIE , series 6 or 7, 63, and state Life and Health Insurance required within 6 months of hire date.

Nice To Haves

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

Responsibilities

Responsible for producing needs analyses, sales proposals and sales illustrations
Coordinates marketing seminars
Maintains sales database
Assists in producing and implementing marketing programs (e.g., promotional mailings, advertising campaigns, cross-selling efforts, etc.)
Corresponds with current and orphaned policyholders to answer inquiries and resolve problems
Processes applications and verifies issued contracts prior to distribution to policyholder
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/illustrations to be used in key client presentations.