Senior Life Insurance Illustrations & Case Design Analyst

Pacific Life; Newport Beach (CA); Hybrid; USD 81,000 - 99,000; Full time

Benefits offered by this job

Health and Wellbeing benefits from day

Generous paid time off and holidays

Parental leave

401(k) with company match

Job summary

Pacific Life is seeking a Sr Case Design Life Insurance Illustrations Analyst to join the Regional Life Office in Newport Beach, CA or Omaha, NE. This hybrid role requires one day in the office weekly and involves collaborating with producers to design complex life insurance cases using advanced concepts.

You will gather information, analyze client needs, and create tailored illustrations while coordinating with Financial Advisors and providing support to RLO designers.

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

7 years case design

Conversing with Financial Advisors

Creative case design

Tools

Specialized illustration software

Job description

Pacific Life is seeking a Sr Case Design Life Insurance Illustrations Analyst to join the Regional Life Office in Newport Beach, CA or Omaha, NE. This hybrid role requires one day in the office weekly and involves collaborating with producers to design complex life insurance cases using advanced concepts.

You will gather information, analyze client needs, and create tailored illustrations while coordinating with Financial Advisors and providing support to RLO designers.