Case Design Analyst

About the role

The Case Design Analyst position is part of the Life Affluent Sales Desk Team based in Newport Beach, CA or Omaha, NE. This role is within the CMD Strategy and Enablement Division, working alongside Case Design Analysts and Case Design Consultants.

Responsibilities

• Produces needs analyses, sales proposals, and sales illustrations
• Coordinates marketing seminars
• Maintains sales database
• Affords assistance 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
• Provides product information, shares ideas, and generates proposals
• May assist in developing sensitivity analyses/illustrations for key client presentations

Requirements

• Bachelor's degree or equivalent work experience preferred
• 5+ years of experience in Life insurance case design
• SIE, Series 6 or 7, 63, and state Life and Health Insurance certifications required within 6 months of hire

Qualifications

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

Skills

• Strong communication skills
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office Suite

Benefits

• Paid Time Off
• Holiday Schedules
• Financial Planning Time Off
• Paid Parental Leave
• Adoption Assistance Program
• Competitive 401k savings plan with company match
• Wellbeing Reimbursement Account