Senior Case Design Analyst

Pacific Life

Senior Case Design Analyst designing advanced life insurance cases and illustrations for Pacific Life. Consulting producers and developing sales strategies from Omaha or Newport Beach.

Posted 8/13/2026full-timeOmaha • California, New York • 🇺🇸 United StatesSenior💰 $80,820 - $98,780 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in life insurance case design, including advanced concepts such as split dollar and premium financing, while effectively collaborating with financial advisors to create tailored solutions. Proficient in generating customized product illustrations and conducting competitor analysis to enhance business opportunities.

Highest-signal resume keywords

FINRA SIE LicenseSeries 6 LicenseCase Design ExperienceLife Insurance IllustrationAdvanced Concept Design

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Case DesignProduct IllustrationCompetitor AnalysisSales Strategy DevelopmentAdvanced Concept Design

Soft Skills

CreativityCommunication

Tools & Technologies

Illustration Software

Certifications & Qualifications

FINRA SIE LicenseSeries 6 License

Industry Keywords

Life InsuranceFinancial AdvisorsIn-Force IllustrationPremium FinancingDeferred Compensation

About the role

Key responsibilities & impact

Consult with producers on the types and uses of various life insurance products
Gather information, analyze needs, and design complex cases using advanced concepts
Design cases using advanced concepts such as split dollar, premium financing, and deferred compensation
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 backup illustration support for Regional Life Office 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

Requirements

What you’ll need

FINRA SIE and Series 6 licenses required, or required within 90 days of start date
7 years of case design experience
Experience conversing with Financial Advisors
Creativity in producing the appropriate case design for individual situations
Preferred: 7+ years of life insurance illustration/case design or related experience
Life insurance industry designations would make the candidate stand out

Benefits

Comp & perks

Medical, Dental, Vision
Wellbeing Reimbursement Account
Paid Time Off
Holiday Schedules
Financial Planning Time Off
Paid Parental Leave
Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation
Diversity and inclusion culture
Accommodation support for qualified individuals with disabilities and disabled veterans