Support Pacific Life’s Inforce Life business through complex inquiry resolution, relationship management, and hybrid work in Newport Beach or Omaha. FINRA registrations are required.
As an Operations Advisor Management Specialist or Analyst, you will support assigned insurance firms and financial professionals. Your work combines research, analysis, communication, and service support for complex Life business inquiries. The position may be filled at either level based on qualifications and experience.
Key Responsibilities: Handle calls, emails, and correspondence for assigned firms
Diagnose customer issues and anticipate underlying needs
Analyze escalated case submissions using available resources
Monitor issue resolution and communicate outcomes effectively
Consult on complex business and post-issue NIGO resolution
Requirements: FINRA SIE and Series 6 or 7 registrations
Two or more years of CMD Operations experience
Four-year degree or equivalent experience
Advanced understanding of CMD annuity or Life products
Solid research, analysis, and relationship management skills
Bring Life operations expertise, customer communication, and complex issue resolution skills to Pacific Life’s trusted service team.