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
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
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
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
What Success Looks Like
In this role, you will:
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
What You Bring
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
What Will Make You Stand Out
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
Why Join Pacific Life
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
Compensation
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 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
- 0-2+ years of experience in operations, financial services, insurance, banking, administrative processing, compliance, or customer support
- 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
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.
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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.
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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.
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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
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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