Sr Case Design Analyst - Hybrid Remote - Innovative Financial Solutions and Exceptional Customer Experience

Join the Pacific Life Team as a Sr Case Design Analyst

Pacific Life is seeking a talented and experienced Sr Case Design Analyst to join our team supporting the FAN channel in Newport Beach, CA. As a Sr Case Design Analyst, you will 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. This is a hybrid role, offering the flexibility to work from home and in the office.

About Pacific Life

Pacific Life is a leading provider of innovative financial solutions, committed to helping policyholders reach their financial goals and safeguard their futures. Our company culture is built on a foundation of hard work, agility, and a mission-driven approach. We prioritize the well-being and success of our employees, offering a supportive environment where you can grow and thrive in your career.

Key Responsibilities

• Produce needs analyses, sales proposals, and sales illustrations to support the division's sales goals
• 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 and provide software walkthroughs
• Participate and offer case design insights in team meetings to drive success
• Identify and communicate issues and opportunities that may affect the territory
• Keep other team members informed of current efforts and coordinate marketing seminars
• Maintain the sales database and assist in producing and implementing marketing programs
• Respond to field and internal requests for case design assistance and related information
• Provide product information, share ideas, and generate proposals to support sales goals

Essential Qualifications

• 8+ years of experience in case design, including basic and advanced sales concepts
• Strong verbal and written communication skills to effectively interact with team members and clients
• Ability to work in a high-volume, fast-paced team environment with excellent customer service skills
• Proficient in MS Office and familiar with illustration software applications
• FINRA SIE and Series 6 or 7 and 63 licenses, in addition to a Resident State Insurance license (required within 6 months of start date)

Preferred Qualifications

• Experience with sensitivity analyses and illustrations for key client presentations
• Familiarity with marketing programs and promotional materials
• Strong analytical and problem-solving skills

Career Growth Opportunities and Learning Benefits

At Pacific Life, we prioritize the growth and development of our employees. As a Sr Case Design Analyst, you will have opportunities to:

• Develop your skills and expertise in case design and illustration software applications
• Collaborate with a talented team of professionals to drive sales goals and achieve success
• Participate in training and development programs to enhance your knowledge and skills
• Contribute to the development of marketing programs and promotional materials

Work Environment and Company Culture

Pacific Life is committed to creating a supportive and inclusive work environment that values diversity and promotes belonging. Our company culture is built on:

• Employee connections groups to foster community, connection, and camaraderie
• Flexible work arrangements, including hybrid remote work options
• Prioritization of employee well-being, including medical, dental, vision, and wellbeing reimbursement accounts
• Generous paid time off options, including paid time off, holiday schedules, and financial planning time off

Compensation and Benefits

Pacific Life offers a competitive compensation package, including:

• Base pay range: $89,100 - $108,900 (dependent upon experience, qualifications, and geographic location)
• Additional incentive pay opportunities
• 401k savings plan with company match and an additional contribution
• Medical, dental, vision, and wellbeing reimbursement accounts
• Paid parental leave and adoption assistance program

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.

Conclusion

If you are a motivated and experienced Sr Case Design Analyst looking for a new challenge, we encourage you to apply for this exciting opportunity at Pacific Life. As a Sr Case Design Analyst, you will play a key role in driving sales goals and achieving success, while enjoying a supportive and inclusive work environment. Apply now and let's discuss how you can become a vital part of our success story.

Apply for this job