Job Description
Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead our policyholders count on us to be there when it matters most. Its a big ask, but its one that we have the power to deliver when we work together. We collaborate and innovate pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because its the right thing to do. Pacific Life is more than a job, its a career with purpose. Its a career where you have the support, balance, and resources to make a positive impact on the future including your own. Were actively seeking a talented Case Design Analyst to join our Life Affluent Sales Desk Team in Newport Beach, CA or Omaha, NE. As a Case Design Analyst youll move Pacific Life, and your career, forward by producing sales proposals and illustrations. You will fill an existing role that sits on a team of eight people in the CMD Strategy and Enablement Division. Your colleagues will include Case Design Analysts and Case Design Consultants. Candidates will work a hybrid schedule, you will be required to be in office one day per week How youll help move us forward: 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 gener