Senior Case Design Analyst 15964 jobs in United States
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Pacific Life · 8 hours ago

Senior Case Design Analyst 15964

positionOmaha, NE
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$79K/yr - $96K/yr
date7+ years exp

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. They are seeking a talented Sr Case Design Analyst to join their Regional Life Office Case Designer team, where the role involves consulting with producers on life insurance products and designing complex cases using advanced concepts. Responsibilities include generating product illustrations, conducting competitor analysis, and providing illustration support.

FinanceFinancial ServicesInsurance
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Comp. & Benefits

Responsibilities

Design cases using advanced concepts (e.g. split dollar, premium financing, deferred compensation, etc.)
Promote Pacific Life business to producers
Generate and customize advanced concept product illustrations for new business using specialized illustration software
Answer questions regarding sales illustrations and illustration software use
Provide back up illustration support as needed for RLO case designers
Conduct competitor analysis, develop sales ideas, and recommend marketing strategies to increase business opportunities
Provide and coordinate in-force illustration requests from Producers
Provide specialized reports as needed

Qualification

FINRA SIESeries 6Series 63Life insurance licensesCase design experienceLife insurance illustrationFinancial Advisors communicationCreativity

Required

FINRA SIE, Series 6 or 7, 63 and Life insurance licenses required (or within 90 days of start date)
7 years of case design experience
Experienced in conversing with Financial Advisors
Creativity in producing the appropriate case design for the individual situation presented

Preferred

7+ years of life insurance illustration/case design, or related, experience
Life insurance industry designations

Benefits

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

Company

Pacific Life

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Pacific Life Insurance is an insurance company that provides life insurance products, annuities, and mutual funds.
dateFounded in 1868
location
Newport Beach, California, USA
people-size1001-5000 employees
web-link
http://www.pacificlife.com/

Funding

Current Stage
Late Stage
Total Funding
$1.44B
2025-09-03Debt Financing· $750M
2025-06-18Debt Financing· $688.57M

Leadership Team

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Howard Hirakawa
Senior Vice President and Fund Advisor Operations
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Joe Krum
Senior Vice President & Managing Director, Global Institutional Investment Group
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