Senior Case Design Analyst

Pacific Asset Management, LLC; Omaha (NE); Hybrid; USD 81,000 - 99,000; Full time

Benefits offered by this job

Medical/Dental/Vision

Paid Time Off & Holidays

Parental Leave

Adoption Assistance

401k with company match

Job summary

Pacific Life is seeking a Sr Case Design Analyst to join the Regional Life Office Case Designer team in Omaha, NE or Newport Beach, CA. The role is hybrid, requiring in-office presence one day per week, and compensation will be aligned with geographic location.

Responsibilities include designing cases using advanced concepts, generating illustrations for new business, and providing specialized reports. The ideal candidate has 7+ years in life insurance illustration and FINRA licenses, with

Qualifications

• FINRA SIE and Series 6 licenses required (or 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.

Responsibilities

• 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.

Skills

FINRA SIE

Series 6 licenses

Financial Advisor communication

Case design creativity

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. Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience.

We're actively seeking a talented Sr Case Design Analyst to join our Regional Life Office (RLO) Case Designer team in Omaha, NE or Newport Beach, CA. Based on your skills, experience, and geographic location, we will determine the position level and compensation that best align with your qualifications. This role is hybrid and will be required to be in office one day per week.

Responsibilities

• 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.

Qualifications

• FINRA SIE and Series 6 licenses required (or 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 will make you stand out

• 7+ years of life insurance illustration/case design, or related, experience Life insurance industry designations #LI-KB1

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. $80,820.00 - $98,780.00

Benefits

Your 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.

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.

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.

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.