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Case Design Analyst
| Company | Pacific Life |
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| Location | Newport Beach, CA, USA |
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| Salary | $36.05 – $44.06 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Senior |
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Requirements
- Bachelors degree or equivalent work experience preferred
- 5+ years Life insurance case design preferred
- SIE, series 6 or 7, 63, and state Life and Health Insurance required within 6 months of hire date.
Responsibilities
- Responsible for producing needs analyses, sales proposals and sales illustrations
- Coordinates marketing seminars
- Maintains sales database
- Assists in producing and implementing marketing programs (e.g., promotional mailings, advertising campaigns, cross-selling efforts, etc.)
- Corresponds with current and orphaned policyholders to answer inquiries and resolve problems
- Processes applications and verifies issued contracts prior to distribution to policyholder
- Respond to field and internal requests for case design assistance and related information
- Provide product information, share ideas and generate proposals
- May assist in developing sensitivity analyses/illustrations to be used in key client presentations.
Preferred Qualifications
- Knowledge in Pacific Life suite of products
- Knowledgeable in advanced concepts such as Executive Bonus, Premium Finance, Non-Qualified Deferred Compensation, and Split Dollar.
