N/A - Pacific Wealth Solutions


Irvine, California
Job Type

Pacific Wealth Solutions, LLC currently has a job opening for a Brokerage Director in Irvine, CA. The Brokerage Director will oversee financial & underwriting team’s production of client portfolios; develop & maintain standardized & efficient underwriting processes.

  • Master’s degree or foreign equivalent degree in Finance or a closely related field;
  • 2 years of experience as a financial analyst, financial advisor, data analyst or related position;
Experience must include:
  • 2 years of experience in performing financial analysis for life insurance products, premium financing, and jumbo loans;
  • 2 years of experience in financial modeling and data analysis, including use of stress tests, loan ladder modeling, and forecasting models to assist in the design of innovative financial products for the insurance industry;
  • 2 years of experience in compiling and synthesizing complex data sets and interpreting resulting data into business information and actionable strategies;
  • 1 year of experience using Winflex or comparable data base user interface and query software for insurance illustration (such as Navigator, Guardian Proposal System, Mass Illustrator); and experience of using software tools and technologies including: Quickbooks, Freshbooks, and Microsoft SharePoint or other equivalent cloud software that meets the encryption and data safety standards of insurance carriers.

Must be authorized to accept permanent employment in the US.

Send resume and detailed cover letter to: HR Manager, Pacific Wealth Solutions, LLC, 16430 Bake Pkwy, 1st Floor, Irvine, CA 92618.

About PWS

Pacific Wealth Solutions is an InsurTech company located in Irvine, California. We implement technologies to analyze insurance investment, automate underwriting process using big-data and quantitative mathematics, and deliver exceptional experience to life insurance customers with our professional multi-lingual team members.

Our mission is to provide a data-driven, transparent and pain-free process to purchase life insurance regardless where you are from.

Our team specializes in data analytics, underwriting wealthy global citizens and jumbo cases, and utilize insurance technology to enhance customer experience with a niche in the international market space.