Job Details

Advanced Designs Consultant

Company name

Organization Type

In-House

Job Type

Attorney

Location

Aliso Viejo, CA

Date Last Verified

Sep 16,2017

Posted on

Jun 01,2017
Practice Area
Insurance Coverage >> Insurance Coverage
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Advanced Designs Consultant The candidate will provide technical and marketing support to producers, professional advisors, field management and other support personnel in furtherance of advanced life insurance sales in the estate, business succession, charitable planning and executive benefits markets. Will show initiative in creating and developing new advanced sales strategies and will mentor and provide assistance to other Advance Design Unit (ADU) members. Conduct phone consultations with Producers / Advisors and/or Pacific Life Field Employees regarding advanced sales designs: Write sales material regarding advanced sales designs; Conduct presentations on various advanced sales designs; Review internal and external sales material; and Provide support for advanced sales design software. Provide outstanding advanced case design service to Life Insurance Producers, Professional Advisors and Pacific Life Recruiters (“The Customer”): Provide analysis and potential solutions based on facts provided by The Customer. Ask questions of The Customer to obtain additional information. Research issues when necessary using Westlaw, Tax Facts, etc. Provide Advanced Sales Design software support (Plan Lab, Crescendo, Number cruncher and other ADU software). Ensure that “the customer’s” expectations are met and exceeded when possible. Create industry recognized, marketing oriented advanced sales materials. Develop new advanced sales materials that are both stimulating and informative including, but are not limited to: client brochures, producer guides, pocket guides, case studies, blogs, and Field News articles. Continue to focus on digital delivery of marketing pieces. Assist other ADU members as needed with written assignments. Create interesting PowerPoint and presentation that can be utilized by The Advanced Designs Unit and Pacific Life Recruiters to illustrate the use of life insurance in advanced concepts. JD degree from an ABA Accredited Law School is needed. Strong written and verbal communication skill is advantageous.

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