Senior Life Insurance Illustrations & Case Design Pro

Pacific Life; Newport Beach (CA); Híbrido; USD 81.000 - 99.000; Jornada completa

Descripción de la vacante

Pacific Life is seeking a Sr Case Design Analyst to join the Regional Life Office team in Newport Beach, CA or Omaha NE. The role involves consulting with producers, gathering needs, and designing complex life insurance illustrations using advanced concepts.

The position offers hybrid work with in-office presence one day per week, and compensation will align with qualifications and location. Expect opportunities to lead illustration projects and provide expert reports.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Consult with producers

Illustration software proficiency

Advanced case design

Communication with financial advisors

Herramientas

Specialized illustration software

Descripción del empleo

Pacific Life is seeking a Sr Case Design Analyst to join the Regional Life Office team in Newport Beach, CA or Omaha NE. The role involves consulting with producers, gathering needs, and designing complex life insurance illustrations using advanced concepts.

The position offers hybrid work with in-office presence one day per week, and compensation will align with qualifications and location. Expect opportunities to lead illustration projects and provide expert reports.