Pacific Life · 1 day ago
Sr M Case Design Analyst
Newport Beach, CA
Full-time
Hybrid
Mid, Senior Level
$91K/yr - $112K/yr
7+ years expPacific Life is a company focused on providing for loved ones and planning rewarding retirements. They are seeking a Sr. M Case Design Analyst to drive the success of the M Team by providing consultative plan design, support, and training to both internal and external customers.
FinanceFinancial ServicesInsurance
Responsibilities
Responsible for producing needs analysis, sales proposals and sales illustrations
Promote and market Pacific Life proprietary products to win the business
Generate and customize advanced concept product illustrations for new business using specialized illustration software
Answer questions regarding sales illustrations and illustration software use
Conduct competitor analysis, develop sales ideas, and recommend marketing strategies to increase business opportunities
Qualification
Required
4-year degree or equivalent experience
7+ years previous experience in the life insurance industry
Position requires FINRA Series 6, 63, SIE, and Life licenses
Detail oriented, analytical, and demonstrate excellent verbal and written communication skills
Possess excellent customer service skills needed for contact with field representatives and internal personnel
Ability to work in a high volume, fast paced teamwork environment
Proficient in MS Office Suite
Preferred
Knowledgeable of Pacific Life products
Strong user of Pacific Life's Illustration software
Experience preparing and delivering presentations, especially in PowerPoint
Can present complex detail in an easily understandable format
Excellent analytical, problem-solving, and decision-making skills
Self-starter with a growth mind-set focused on continual improvement
Is flexible with the ability to accept and manage change
Thrives as a member of a highly collaborative and cohesive team
Benefits
Prioritization of your health and well-being including Medical, Dental, Vision, and a 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
Company
Pacific Life
Pacific Life Insurance is an insurance company that provides life insurance products, annuities, and mutual funds.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$1.44B2025-09-03Debt Financing· $750M
2025-06-18Debt Financing· $688.57M
Leadership Team
Howard Hirakawa
Senior Vice President, Fund Advisor Operations
Joe Krum
Senior Vice President & Managing Director, Global Institutional Investment Group
Recent News
Private Capital Journal
2025-12-05
Company data provided by crunchbase