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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Life Insurance Case Design and proficiency in producing sales proposals and marketing programs. Strong ability to analyze client needs and provide tailored product information and solutions.
Highest-signal resume keywords
Life Insurance Case DesignSIE, Series 6 or 7, 63State Life and Health InsuranceKnowledge of Pacific Life ProductsAdvanced Concepts in Insurance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Needs AnalysisSales Proposal ProductionSales IllustrationDatabase MaintenanceMarketing Program ImplementationApplication ProcessingCase Design AssistanceSensitivity Analysis Development
Soft Skills
Problem SolvingCommunicationCollaboration
Certifications & Qualifications
SIESeries 6Series 7Series 63State Life and Health Insurance
Industry Keywords
Life InsuranceExecutive BonusPremium FinanceNon-Qualified Deferred CompensationSplit Dollar
About the role
Key responsibilities & impact- Produce needs analyses, sales proposals, and sales illustrations
- Coordinate marketing seminars
- Maintain sales database
- Assist in producing and implementing marketing programs, including promotional mailings, advertising campaigns, and cross-selling efforts
- Correspond with current and orphaned policyholders to answer inquiries and resolve problems
- Process applications and verify issued contracts prior to distribution to policyholders
- Respond to field and internal requests for case design assistance and related information
- Provide product information, share ideas, and generate proposals
- Assist in developing sensitivity analyses and illustrations for key client presentations
- Join the Life Affluent Sales Desk Team in the CMD Strategy and Enablement Division
Requirements
What you’ll need- Bachelor’s degree or equivalent work experience preferred
- 5+ years Life insurance case design preferred
- SIE, Series 6 or 7, 63, and state Life and Health Insurance required within 6 months of hire date
- Knowledge of Pacific Life suite of products
- Knowledge of advanced concepts such as Executive Bonus, Premium Finance, Non-Qualified Deferred Compensation, and Split Dollar
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
- Additional 401k contribution regardless of participation
- Flexible benefits
- Diversity and inclusion support