Life Case Design Analyst: Proposals & Illustrations

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

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.