Senior Case Design Life Insurance Illustrations Analyst

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 Newport Beach, CA or Omaha NE.

As a Sr Case Design Life Insurance Illustrations 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.

• 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.

• 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. 

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.

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.