AVP, Life Advisor Services & Inforce Solutions

Posted 3 Days Ago
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Charlotte, NC, USA
In-Office
185K-215K Annually
Expert/Leader
Financial Services
The Role
Leads a large, multifunctional life insurance operations organization covering inforce service, claims, contracting, licensing, appointments, and producer compensation. Owns strategy, operational performance, KPIs, service standards, risk controls, budgets, transformation, workforce planning, vendor management, and succession development. Ensures regulatory compliance and strengthens service delivery for policyholders, beneficiaries, advisors, and distribution partners.
Summary Generated by Built In

Job Description:

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 Assistant Vice President, Life Inforce Solutions to join our Consumer Markets Division Operations organization in Charlotte, NC. This role follows a hybrid schedule of four days in the office (on-site). If you are not currently located near one of our offices, we offer comprehensive relocation assistance.
You’ll move Pacific Life, and your career, forward by building a high-performing organization, strengthening service delivery and controls, and advancing the capabilities required to support policyholders, beneficiaries, advisors, distribution partners, and future business growth. Reporting to the Vice President of Life Operations, this leader will provide strategic and operational leadership for a broad portfolio of Life operations, including Inforce Service, Claims, Contracting, Licensing & Appointments, and Producer Compensation and Commissions. Your colleagues will include peer Operations leaders and partners across Product, Sales, Distribution, Marketing, Technology, Finance, Legal, Compliance, Risk, and Human Resources.


How you’ll help move us forward:

  • Develop and execute the functional strategy and own the operational performance of Life Inforce Service, Claims, Contracting, Licensing & Appointments, and Producer Compensation and Commissions, aligned with the broader Life Operations strategy
  • Lead a large, multi-functional organization through leaders, building a high-performing team with clear accountability, strong staff development, and robust succession planning
  • Establish and monitor key performance indicators, service-level commitments, quality measures, productivity metrics, risk indicators, and operational scorecards
  • Lead organizational change and operational transformation, including process redesign, operating-model changes, workforce transitions, and adoption of new technologies and capabilities
  • Maintain compliance with applicable FINRA requirements, state insurance regulations, company policies, and operational controls while managing business continuity, vendor, key-person, and execution risk

The experience you bring:

  • Bachelor's degree or higher
  • 10+ years of progressive leadership experience in life insurance, financial services, or a related operational environment, including significant experience leading leaders and complex operations
  • Demonstrated leadership experience across one or more relevant functions, such as Life Inforce Operations, Claims, Contracting, Licensing & Appointments, Producer Compensation and Commissions, or Customer Service
  • Proven experience establishing KPI frameworks, executive scorecards, service standards, and MBR/QBR governance routines that drive measurable outcomes
  • Demonstrated experience managing significant operating budgets, forecasts, workforce plans, vendor spend, and investment business cases
  • A track record of leading organizational change, operational transformation, process modernization, and technology-enabled improvement
  • Proven ability to develop leaders, strengthen organizational capability, improve employee engagement, and build succession pipelines
  • Strong understanding of operational controls, compliance, risk management, business continuity, and governance within a regulated environment
  • Strategic thinking, cross-functional influence, confident executive communication, and effective crisis and escalation management
  • FINRA Securities Industry Essentials, Series 6, and applicable state insurance licensing, or the ability to obtain required registrations and licenses within established company timeframes

What makes you stand out:

  • Extensive experience in Life insurance operations across the inforce product lifecycle and a deep understanding of the complexities involved in supporting policyholders, beneficiaries, advisors, and distribution partners
  • Experience leading a broad portfolio that includes both service operations and advisor-facing functions
  • Demonstrated ability to create a clear vision, strategy, and roadmap and translate them into practical execution, governance, and measurable results
  • Exceptional skill in using operational, financial, customer, quality, and workforce metrics to identify issues and turn insights into action
  • Experience improving performance in complex or challenged operating environments while maintaining organizational stability and employee focus
  • Ability to collaborate with and influence senior business, operations, and technical leaders across CMD and the enterprise
  • Experience with Lean, Six Sigma, change management, organizational development, project management, or comparable disciplines
  • A leadership style that combines high standards and accountability with transparency, coaching, inclusion, and respect

Base Salary Range: $185,000 - $215,000

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.

Skills Required

  • Bachelor's degree or higher
  • 10 or more years of progressive leadership experience in life insurance, financial services, or a related operational environment
  • Significant experience leading leaders and complex operations
  • Leadership experience in Life Inforce Operations, Claims, Contracting, Licensing and Appointments, Producer Compensation and Commissions, or Customer Service
  • Experience establishing KPI frameworks, executive scorecards, service standards, and MBR or QBR governance routines
  • Experience managing operating budgets, forecasts, workforce plans, vendor spend, and investment business cases
  • Experience leading organizational change, operational transformation, process modernization, and technology-enabled improvement
  • Experience developing leaders, improving employee engagement, and building succession pipelines
  • Understanding of operational controls, compliance, risk management, business continuity, and governance in a regulated environment
  • Strategic thinking, cross-functional influence, executive communication, and crisis and escalation management skills
  • FINRA Securities Industry Essentials, Series 6, and applicable state insurance licensing, or ability to obtain required registrations and licenses
  • Extensive life insurance operations experience across the inforce product lifecycle
  • Experience leading service operations and advisor-facing functions
  • Experience creating vision, strategy, roadmaps, governance, and measurable execution outcomes
  • Experience using operational, financial, customer, quality, and workforce metrics to drive action
  • Experience improving performance in complex or challenged operating environments
  • Experience with Lean, Six Sigma, change management, organizational development, or project management

Pacific Life Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Pacific Life and has not been reviewed or approved by Pacific Life.

  • Retirement Support — Retirement funding includes both an automatic company contribution and a dollar‑for‑dollar 401(k) match, positioned as a standout element of the package. Vesting is defined at three years in official materials.
  • Leave & Time Off Breadth — Time off is described as generous and scalable with tenure, complemented by multiple paid holidays and options to augment PTO. Paid parental leave and adoption assistance further extend coverage for families.
  • Wellbeing & Lifestyle Benefits — A flexible annual wellbeing reimbursement supports diverse needs alongside counseling resources and wellness tools. Day‑one eligibility for core coverages adds immediate lifestyle value.

Pacific Life Insights

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The Company
HQ: Newport Beach, CA
3,447 Employees
Year Founded: 1868

What We Do

For more than 150 years, Pacific Life has helped millions of individuals and families with their financial needs through a wide range of life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Whether your goal is to protect loved ones or grow your assets for retirement, Pacific Life offers innovative products and services that provide value and financial security for current and future generations. Pacific Life counts more than half of the 100 largest U.S. companies as its clients and has been named one of the 2022 World’s Most Ethical Companies® by the Ethisphere Institute. For additional company information, including current financial strength ratings, visit www.PacificLife.com. Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Client count as of June 2022 is compiled by Pacific Life using the 2022 FORTUNE 500® list. Learn more about Pacific Life: www.instagram.com/pacificlife www.twitter.com/pacificlife www.facebook.com/PacificLife www.youtube.com/user/PacificLifeInsurance Please review our social media guidelines: paclife.co/social

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