Job Description:

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job; it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.

We’re actively seeking a talented Operations Advisor Management (“OAM”) Specialist or Analyst to join our Life OAM team.

- This role is hybrid based in our Newport Beach, CA or Omaha, NE office.

As an OAM Specialist/Analyst, you’ll move Pacific Life, and your career forward by facilitating complex inquiries for our Inforce Life business. You will be assigned a block of insurance firms to directly support and cultivate relationships that maintain high trust and growth opportunities within the life insurance market. FINRA SIE and Series 6 or 7 registrations are required for this role.

How you’ll help move us forward:

- Consistently meets standards for quality and efficiency of call/email/correspondence handling for assigned financial professionals and firms.
- Uses good diagnostic skills to clearly identify customer’s core issues and anticipate needs.
- Ability to clearly explain rationale behind procedures or requests.




- Analyzes escalated case submissions by thoroughly reviewing all necessary resources.
- Proactively monitors status of issue resolution and ensures processing is completed correctly. Communicates outcome effectively to requestor.
- Provides consultations for FPs submitting first time/complex business to ensure post-issue NIGO resolution Life

The experience you bring:

- FINRA SIE and Series 6 or 7 registrations required at time of application.
- 2+ years CMD Operations experience, ideally focused on communication and service support with customers.
- 4-year degree or equivalent experience.
- Advanced level of understanding of CMD annuity and/or life products, workflow processes, procedures and Operations services
- Strong relationship management skills and demonstrated ability and desire to deliver a stellar service experience with customers.
- Excellent research and analysis skills; Demonstrated ability to effectively resolve complex issues
- Strong, effective and efficient verbal and written communication skills.
- Ability to complete assignments in a high-volume, fast-paced workplace under tight deadlines.
- Ability to balance accuracy, speed,



and customer service.
- Ability to work effectively in a team environment.

What makes you stand out:

- Knowledge of Life products, processes, and transactions with ability to confidently speak with internal and external customers, which may include participation in conference calls with producer offices and/or leadership.
- Experience interacting directly with financial professionals and insurance firm leadership.
- Experience using Microsoft Office applications, Customer Relationship Management platform, AWS, and workflow management platforms.

Position Level & Compensation

This role may be filled at either the Specialist orAnalyst level based on qualifications and experience.

Compensation by Level:

- Operations Advisor Management Specialist:Omaha: $29.00 - $35.00/Charlotte: $30.00 - $37.00/Newport: $33.00 - $41.00
- Operations Advisor Management Analyst: Omaha: $31.00 - $38.00/Charlotte: $33.00 - $41.00/Newport Beach: $36.00 - $45.00

Base Pay Range:

The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

Your Benefits Start Day 1

Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that

📌 Operations Advisor Management Specialist (Canada)
🏢 Pacific Life Insurance
📍 Canada