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Operations Advisor Management Specialist
Job Description & How to Apply Below
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
- 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
- Strong research, analysis, and relationship management skills
Bring Life operations expertise, customer communication, and complex issue resolution skills to Pacific Life’s trusted service team.
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