Job Description:
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. Why? 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. This role is hybrid. We believe in empowering our employees to get work done both in and out of the office.
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.
How you’ll help move us forward:
- 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.
The experience you bring:
- Bachelors degree or equivalent work experience preferred
- 5+ years Life insurance case design preferred
- SIE and series 6 or 7 required
What makes you stand out:
- Knowledge in Pacific Life suite of products
- Knowledgeable in advanced concepts such as Executive Bonus, Premium Finance, Non-Qualified Deferred Compensation, and Split Dollar.
EEO Statement:
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
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