Case Design Life Insurance Illustrations Analyst

Pacific Asset Management, LLC; Omaha (NE); On-site; USD 106,042,137 - 129,431,030; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Wellbeing account

Paid time off

Parental leave

Adoption assistance

401k plan

Job summary

Pacific Life Insurance Company seeks a Case Design Analyst to join the CMD Strategy and Enablement Division. The role focuses on producing needs analyses, sales proposals and illustrations for life-affluent clients, with a hybrid schedule in Newport Beach, CA or Omaha, NE.

You will support marketing programs, manage the sales database and respond to policyholder inquiries. The ideal candidate will have a Bachelor's degree or equivalent, 5+ years of life insurance case design experience, and

Qualifications

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

Responsibilities

• Produce needs analyses, sales proposals, and illustrations.
• Coordinate marketing seminars and campaigns.
• Maintain sales database and support marketing programs.
• Respond to field and policyholder inquiries; resolve problems.
• Process applications and verify issued contracts before distribution.
• Provide product information and generate client proposals.
• Assist in developing sensitivity analyses/illustrations for client presentations.

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 weekHow you’ll help move us forward:Responsible for producing needs analyses, sales proposals and sales illustrationsCoordinates marketing seminars,Maintains sales databaseAssists 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 problemsProcesses applications and verifies issued contracts prior to distribution to policyholderRespond to field and internal requests for case design assistance and related informationProvide 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 preferred5+ years Life insurance case design preferredSIE , 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 productsKnowledgeable in advanced concepts such as Executive Bonus, Premium Finance, Non-Qualified Deferred Compensation, and Split Dollar.#LI-KB1#LI-HybridBase 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.$36.95 - $45.17Your Benefits Start Day 1Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependentsGenerous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time OffPaid Parental Leave as well as an Adoption Assistance ProgramCompetitive 401k savings plan with company match and an additional contribution regardless of participationYou Can Be Who You AreWe 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/lifeatpacificlifeEEO 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.