Case Design Analyst

About the role

The Case Design Analyst plays a crucial role in Pacific Life's Life Affluent Sales Desk Team, supporting the production of sales proposals and illustrations. This position is based in either Newport Beach, CA or Omaha, NE, and involves a hybrid schedule with one day in the office.

Responsibilities

• Moves Pacific Life forward by producing needs analyses, sales proposals, and sales illustrations.
• Coordinates marketing seminars and maintains sales databases.
• Aids in the development and implementation of marketing programs, including promotional mailings, advertising campaigns, cross-selling efforts, and more.
• Communicates with current and orphaned policyholders to address inquiries and resolve issues.
• Processes applications and verifies issued contracts before distribution to policyholders.
• Responds to field and internal requests for case design assistance and related information.
• Shares product information, generates proposals, and assists in creating sensitivity analyses/illustrations for key client presentations.

Requirements

• Bachelor's degree or equivalent work experience preferred.
• Five (5) or more years of experience in life insurance case design.
• SIE, Series 6 or 7, Series 63, and state Life and Health Insurance licenses required within six (6) months of hire.

Qualifications

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

Skills

• Strong communication skills.
• Ability to manage multiple tasks and prioritize responsibilities.
• Proficiency in Microsoft Office Suite.

Benefits

• Paid time off options including Paid Time Off, Holiday Schedules, and Financial Planning Time Off.
• Paid parental leave and adoption assistance program.
• Generous 401(k) savings plan with company match and additional contributions.
• Wellbeing reimbursement account.

Pay

The base pay range for this role is $36.95 - $45.17 per hour, depending on experience and qualifications.

Schedule

This role offers a hybrid schedule with one day in the office.