Case Design Analyst

Pacific Life; Newport Beach (CA); Hybrid; USD 44,000 - 54,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Parental leave

401k with company match

Job summary

Pacific Life is seeking a talented Case Design Analyst to join the Life Affluent Sales Desk in Newport Beach, CA or Omaha, NE. You will prepare needs analyses, sales proposals and illustrations, and support marketing programs while collaborating with a team of eight in the CMD Strategy and Enablement Division.

This hybrid role requires one in-office day per week and depends on location, experience, and qualifications.

Qualifications

• Bachelor's degree or equivalent work experience.
• Licensing in SIE, Series 6/7, and 63 within 6 months of hire.
• Experience in life insurance case design preferred.

Responsibilities

• Produce needs analyses, sales proposals and illustrations.
• Coordinate marketing seminars.
• Manage sales database and support campaigns.
• Assist in marketing programs and client communications.
• Respond to inquiries from policyholders and field staff.
• Process applications and verify contracts prior to distribution.
• Provide case design support and develop client presentations.

Skills

Analytical skills

Sales support

Communication

Education

Bachelor's degree or equivalent

SIE / Series 6/7 / 63 licenses

Job description

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 or Omaha, NE.

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. Candidates will work a hybrid schedule, you will be required to be in office one day per week. Position level and compensation will be determined based on candidate experience, skillset and location.

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 preferred 5+ years Life insurance case design preferred SIE , series 6 or 7, 63, and state Life and Health Insurance required within 6 months of hire date.

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

#LI-KB1 #LI-Hybrid 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. $31.89 - $38.97

Your Benefits Start Day 1

• 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

You Can Be Who You Are We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.

What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife 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. Pacific Life is more than a job — it’s a career with purpose.

For nearly 160 years, we’ve helped people protect their financial futures through strength, stability, and innovation. Join us to make a meaningful impact and build a career where you can thrive. Learn more. Pacific Life's success is driven by our people. We create, embrace and sustain an inclusive workplace where all employees are respected and supported throughout their career. Our values inspire and direct our actions shaping the vibrant culture we proudly uphold. Learn more.