Senior Case Design Analyst

Pacific Life; Omaha (NE); Hybrid; USD 81,000 - 99,000; Full time

Job summary

Pacific Life is seeking a Sr Case Design Analyst in Omaha, NE or Newport Beach, CA to design complex life insurance cases and illustrate advanced concepts for producers. The role engages with financial advisors, requiring strong collaboration and creative problem solving.

The position is hybrid, with in-office requirements once per week, and offers base pay with potential incentives aligned to geographic location and experience. 7+ years in case design and FINRA licenses are expected.

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

Skills

FINRA SIE license

Series 6 license

Case design

Financial advisor communication

Tools

Illustration software

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.

As a Sr 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 will make an impact:

• 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 will bring:

• 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

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

Your Benefits Start Day 1

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.

• 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.