Senior Case Design Analyst

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 Senior Case Design Analyst to join our Consumer Markets Division. This role supports 100% remote work.

As a 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.

How you'll help move us forward:

• 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

The experience you bring:

• SIE, Series 6 & 63 FINRA licenses required (or obtained within 90 days of start date)
• Life Insurance License (or obtained 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

What makes you stand out:

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

Base Pay Range:

The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

Your Benefits Start Day 1  
 

Your wellbeing is important to Pacific Life, and we’re committed to …