Job Description:
We’re actively seeking several talented Financial Operations Associates to join the Consumer Markets Division (CMD) at Pacific Life in Omaha, NE or Charlotte, NC.
As a Financial Operations Associate, you will play a critical role in supporting Pacific Life’s annuity and life insurance business by reviewing, analyzing, and processing financial and policy-related transactions in a highly regulated environment. This position combines operational processing, problem-solving, and client support to ensure accurate and timely servicing for policyholders, contract owners, and financial professionals.
This role may support either our Inforce Processing Team or Advisor Services Team, based on business needs and candidate strengths.
How You’ll Make an Impact
Inforce Processing Team: Support post-issue servicing for annuity and life insurance products by:
Reviewing and processing policy and contract changes, conversions, reinstatements, exchanges, withdrawals, loans, electronic fund transfers, and registration updates
Advisor Services Team: Support producer licensing and contracting operations by:
Reviewing and processing producer contracting applications, appointments, licensing updates, continuing education, and errors & omissions documentation
Communicating with producers, regulatory agencies, legal/compliance teams, and field offices to obtain required documentation and approvals
0–2+ years of experience in operations, financial services, insurance, banking, administrative processing, compliance, or customer support in a fast-paced environment
What Will Make You Stand Out
Prior experience in transaction processing, documentation review, licensing, underwriting, or operational support
Starting hourly rate based on experience and location:
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 you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.
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
You Can Be Who You Are
We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.
What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife
EEO Statement:
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
