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.

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.
Knowledge in Pacific Life suite of products
Knowledgeable in advanced concepts such as Executive Bonus, Premium Finance, Non-Qualified Deferred Compensation, and Split Dollar.

Your Benefits Start Day 1
Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
Paid Parental Leave as well as an Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation

Case Design Analyst

Key skills