Senior Case Design Analyst 15964

Pacific Life • Omaha, NE

5d

About The Position

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 Newport Beach, CA or Omaha, NE. As a Sr Case Design Analyst, you will consult with producers on the types and uses of various life insurance products and work closely with a regional sales team in achieving sales goals. You will gather information, analyze needs, and design complex cases using advanced concepts. How you will make an impact: 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.

Requirements

• FINRA SIE, Series 6 or 7, 63 and Life insurance 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.

Benefits

• Your Benefits Start Day 1
• Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs.
• Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.
• Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
• Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
• Paid Parental Leave as well as an Adoption Assistance Program
• Competitive 401k savings plan with company match and an additional contribution regardless of participation

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees