Senior Case Design Analyst

Pacific Life•Newport Beach, CA

3d•$80,820 - $98,780•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. Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We’re actively seeking a talented Sr Case Design Analyst to join our Regional Life Office (RLO) Case Designer team in Omaha, NE or Newport Beach, CA. Based on your skills, experience, and geographic location, we will determine the position level and compensation that best align with your qualifications. This role is hybrid and will be required to be in office one day per week. As a Sr Case Design Analyst, you will consult with producers on the types and uses of various life insurance products. You will gather information, analyze needs, and design complex cases using advanced concepts.

Requirements

FINRA SIE and Series 6 licenses required (or within 90 days of start date)
7 years of case design experience
Experienced in conversing with Financial Advisors
Creativity in producing the appropriate case design for the individual situation presented.

Nice To Haves

7+ years of life insurance illustration/case design, or related, experience
Life insurance industry designations

Responsibilities

Design cases using advanced concepts (e.g. split dollar, premium financing, deferred compensation, etc.).
Promote Pacific Life business to producers.
Generate and customize advanced concept product illustrations for new business using specialized illustration software.
Answer questions regarding sales illustrations and illustration software use.
Provide back up illustration support as needed for RLO case designers.
Conduct competitor analysis, develop sales ideas, and recommend marketing strategies to increase business opportunities.
Provide and coordinate in-force illustration requests from Producers
Provide specialized reports as needed.