Job Description: 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 team supporting the FAN channel in Newport Beach, CA. This role will be hybrid. As a Sr Case Design Analyst you?ll play a key role in Pacific Life?s growth and long-term success by supporting the division’s sales goals through innovative solutions, technical expertise and exceptional customer service. Assigned level of position will be determined by incumbents background, skillset and work experience. How you will make an impact: Responsible for producing needs analyses, sales proposals and sales illustrations Provide consultative case design assistance by aligning requestor goals with the appropriate products, riders, and features Proactively call out and follow up on campaigns, webinars, and illustrations as appropriate Understand how… product features relate to the illustration software applications Provide illustration software walkthroughs as well as accurately explain the functions and features of the illustration software applications Participate and offer case design insights in team meetings Identify and communicate issues and opportunities that may affect the territory Keep other team members informed of current efforts Coordinates marketing seminars, maintains sales database; assists in producing and implementing marketing programs (e.g., promotional mailings, advertising campaigns, cross-selling efforts, etc.) 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. Typical Qualifications: 8+ of experience preferred Experience in case design to include basic and advanced sales concepts strongly preferred Strong verbal and written communication skills Ability to work in a high volume fast paced team environment Excellent customer service skills Proficient in MS Office FINRA SIE and series 6 or 7 and 63 in addition to Resident State Insurance license required within 6 months of start date. Base Pay Range: 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. $89,100.00 – $108,900.00 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we?re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we?ve got you covered. Prioritization of your health and well-being including 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 EEO Statement: 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. A career at Pacific Life is more than a job. It?s being hardworking. It?s being agile. It?s being mission-driven. It?s giving our policyholders the time, attention, and expertise they deserve ?helping them to reach their financial goals and safeguard their futures. It?s having a positive impact on our industry and in the communities around us. It?s leveraging the collective genius within to drive the way we do business now and in the future, while also enjoying a supportive environment where you can be fulfilled in life and in work. At Pacific Life we are committed to a culture of belonging, a space where all employees are empowered to be authentic. One way we cultivate an inclusive culture is through our employee connections groups. The purpose of these employee-run groups is to offer a place to build community, connection, camaraderie, and a sense of belonging. Each group can be active in education, advocacy, recruitment, and community building throughout our organization. Learn more about our employee connection groups at Connection Groups. Don’t see the dream job you are looking for? Click “Get Started” below to drop off your contact information and resume and we will reach out to you if we find a matchihire.all
