Financial Operations Associate

Job Description

We’reactively 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’sannuityandlife 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 ensureaccurateandtimelyservicing forpolicyholders, contract owners, and financial professionals.

This role may support either ourInforce

Processing Teamor Advisor Services Team, based on businessneedsand candidate strengths.

• Reviewing and processing policy and contract changes, conversions, reinstatements, exchanges, withdrawals, loans, electronic fund transfers, and registration updates
• Identifying incomplete, inaccurate, or non‑compliant transaction requests and partnering with clients to resolve outstanding requirements
• Maintaining accurate client records across internal systems
• Ensuring all transactions meet departmental quality, productivity, and service standards

• Reviewing and processing producer contracting applications, appointments, licensing updates, continuing education, and errors & omissions documentation
• Ensuring documentation meets regulatory requirements, company policies, and service level agreements
• Communicating with producers, regulatory agencies, legal/compliance teams, and field offices to obtain required documentation and approvals
• Maintaining accuracy across high‑volume licensing and contract data

• Accurately review and process high-volume transactions in accordance with departmental procedures and regulatory requirements
• Demonstrate strong judgment in identifying issues and resolving exceptions
• Progress steadily through structured training and develop technical expertise in financial and insurance operations
• Meet productivity, quality, and service expectations in a fast‑paced environment
• Adapt to shifting workflow priorities and support broader operational needs as required

• 0–2+ years of experience in operations, financial services, insurance, banking, administrative processing, compliance, or customer support in a fast‑paced environment
• Strong attention to detail and commitment to accuracy
• Critical thinking and problem‑solving skills
• Excellent verbal and written communication skills
• Comfort navigating multiple systems and technology platforms simultaneously
• Ability to prioritize workload and manage deadlines effectively
• Desire to learn complex processes in a regulated environment

• Experience in financial services, insurance, banking, or other regulated industries
• Prior experience in transaction processing, documentation review, licensing, underwriting, or operational support
• Demonstrated success working in high‑volume, metrics‑driven environments
• Growth mindset and commitment to continuous learning

• Comprehensive onboarding and paid training
• Opportunity to build expertise in financial services and insurance operations
• Clear pathways for career growth across operations and broader business functions
• Collaborative, supportive team environment
• Stability and reputation of a Fortune 500 financial services organization

Starting hourly rate based on experience and location:

Omaha, NE:$20 - $22 per hour, plus annual bonus. 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 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.…