Senior Life Insurance Case Design & Illustrations (Hybrid)

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision care

Wellbeing reimbursement account

Paid time off

Holiday schedule

Financial planning time off

Parental leave

Adoption assistance

401k with company match

Job summary

Pacific Life, in Newport Beach, CA or Omaha NE, seeks a Sr Case Design Analyst to collaborate with producers, design advanced life insurance cases, and prepare sophisticated illustrations. The role is hybrid, requiring in-office presence one day per week.

Ideal candidates have FINRA SIE and Series 6 licenses (or within 90 days), and at least 7 years of case design experience with Life Insurance Illustrations. Base pay range is $80,820–$98,780 with potential incentives.

Qualifications

• FINRA SIE and Series 6 licenses required (or within 90 days of start date)
• 7 years of life insurance illustration/case design experience
• Experience conversing with Financial Advisors
• Creativity in producing the appropriate case design for the individual situation

Responsibilities

• Design cases using advanced life insurance concepts.
• Promote Pacific Life products to producers.
• Generate and customize advanced illustrations for new business.
• Answer questions regarding sales illustrations and software use.
• Provide illustration support for RLO case designers.
• Conduct competitor analysis and suggest marketing ideas.
• Coordinate in-force illustration requests from Producers.
• Provide specialized reports as needed.

Skills

FINRA SIE

Series 6

Case design

Advisor communication

Job description

Pacific Life, in Newport Beach, CA or Omaha NE, seeks a Sr Case Design Analyst to collaborate with producers, design advanced life insurance cases, and prepare sophisticated illustrations. The role is hybrid, requiring in-office presence one day per week.

Ideal candidates have FINRA SIE and Series 6 licenses (or within 90 days), and at least 7 years of case design experience with Life Insurance Illustrations. Base pay range is $80,820–$98,780 with potential incentives.