Senior Due Diligence Analyst responsible for KYC onboarding and compliance processes in a hybrid working environment. Supporting the French business with expertise in AML policy requirements and relationship management.
About the role
- Sr Case Design Analyst consulting with producers and designing cases for life insurance products at Pacific Life. Utilizing advanced concepts to support business growth and innovation during case design.
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.
Requirements
- FINRA SIE and Series 6 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.
Benefits
- Your Benefits Start Day 1
- Prioritization of your health and well-being including 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
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