At a Glance
- Tasks: Support financial professionals and enhance customer relationships in the life insurance market.
- Company: Join Pacific Life, a company dedicated to making a positive impact on the future.
- Benefits: Health coverage, generous paid time off, 401k match, and parental leave from day one.
- Other info: Hybrid role with opportunities for growth in a diverse and inclusive environment.
- Why this job: Make a real difference while building a meaningful career with purpose.
- Qualifications: FINRA SIE and Series 6 or 7 required; 2+ years in operations preferred.
The predicted salary is between 40500 - 49500 £ per year.
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.
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 environment 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 or Analyst 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:
- 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.
Operations Advisor Management Specialist employer: pacificlife
At Pacific Life, we believe in fostering a collaborative and innovative work environment where every employee can thrive. As a Senior Business Analyst in our Product Development team, you'll enjoy a supportive culture that prioritises your well-being and offers flexible benefits tailored to your needs. With opportunities for professional growth and the chance to make a meaningful impact in the financial services industry, working in beautiful locations like Newport Beach, Omaha, or Charlotte makes this role not just a job, but a fulfilling career with purpose.
StudySmarter Expert Advice🤫
We think this is how you could land Operations Advisor Management Specialist
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like pacificlife. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Operations Advisor Management Specialist
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to pacificlife.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on pacificlife's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at pacificlife
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with pacificlife.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at pacificlife will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former pacificlife employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
