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…
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…
Skills: Actuarial science, Mathematics, Statistics, Finance, Data visualization
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…
Skills: Financial operations, Transaction processing, Data analysis, Problem-solving, Client support
Newport Beach, California, United States · On-site
$113k–$139k/yr
Senior$1.4B raised
Job Description: As Sr. Business Analyst, you will play a key role in Pacific Life’s Digital Transformation FAST Contract Administration team by providing business analysis and support to the business partners, managemen…
Skills: Business analysis, Annuity administration, Agile methodologies, Requirements gathering, Process improvement
Newport Beach, California, United States · On-site
$26/hr–$29/hr
Entry level$1.4B raised
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…
Skills: Actuarial science, Mathematics, Statistics, Finance, Data visualization
Charlotte, North Carolina, United States · On-site
$26/hr–$29/hr
Entry level$1.4B raised
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…
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…
Skills: SQL, Data visualization, Tableau, PowerBI, Sigma
Newport Beach, California, United States · On-site
$125k–$153k/yr
Senior$1.4B raised
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…
Skills: Systems Analysis, Financial Accounting, Financial Reporting, Business Requirements, Process Documentation
Job Description: Pacific Life is seeking talented Operations Quality Assurance Specialists to join our Consumer Markets Division in Omaha, NE or Charlotte, NC. In this role, you will play a critical part in ensuring the …
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…
Skills: Systems analysis, Business analysis, Agile software development, Requirements gathering, Problem-solving
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…
Skills: Portfolio Management, Program Management, Strategic Planning, Business Transformation, Investment Governance
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…
Skills: Sales, Consulting, Relationship Management, Pension Risk Transfer, Defined Contribution Lifetime Income
Charlotte, North Carolina, United States · On-site
$125k–$153k/yr
Senior$1.4B raised
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…
Skills: Program management, Talent management, Learning and development, Stakeholder management, Strategic planning
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…
Newport Beach, California, United States · On-site
$168k–$205k/yr
Senior+$1.4B raised
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…
Newport Beach, California, United States · On-site
$125k–$153k/yr
Senior$1.4B raised
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…
Job Description: We're actively seeking a talented Business Analyst Consultant to join our Advanced Analytics team. This role is on-site 4 days per week and work from home 1 day per week in Newport Beach, CA. If you are …
Skills: Business Analysis, Advanced Analytics, Stakeholder Management, Requirement Gathering, Snowflake
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…
Newport Beach, California, United States · On-site
Senior$1.4B raised
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…
Skills: Quality Control, Data Analysis, Business Analysis, PowerBI, Qlik
Newport Beach, California, United States · On-site
$168k–$205k/yr
Senior+$1.4B raised
Job Description: Pacific Life is investing in bright, agile and diverse new talent to contribute to our mission of innovating our business and creating a superior customer experience. We’re actively seeking a talented Id…
Skills: MS Entra ID, Conditional Access Policies, Single Sign-On (SSO), Multi-Factor Authentication (MFA), Privileged Access Management (PAM)
The Senior Department Specialist provides administrative support to wholesalers, including managing expense reports and coordinating promotional materials. They also maintain records and generate reports using Salesforce to support client engagement activities.
Requirements
Candidates must have 2-3 years of experience in a sales administrative setting and proficiency with Excel spreadsheets. Experience with Salesforce and Concur for expense reporting is highly preferred.
Full job description
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 Senior Department Specialist team in Omaha NE.
As a Senior Department Specialist you’ll move Pacific Life, and your career, forward by providing administrative support to your assigned Wholesalers, helping them with expense reports and other administrative duties. You will fill an existing role that sits on a team of five people in the Consumer Markets division.
How you’ll help move us forward: • Provide administrative support to your assigned (15-20) wholesalers. • Gather necessary details, receipts, attendee names, etc to accurately compile and submit FINRA related expense reports via Concur. • Run reports and lists from Salesforce on a monthly basis to identify which FPs to send Birthday cards and Thank you notes. • Collaborate with other Wholesaler Admins to curate unique seasonal gift and promotional items. • Ensure accurate and appropriate tracking of FINRA expenses.
The experience you bring: • 2-3 years of experience in a sales administrative setting • Experience supporting multiple stakeholders administrative needs • Strong attention to detail
- Ability to handle multiple responsibilities, assignments and requests
2+ years working with Excel spreadsheets
- Works autonomously within established procedures and practices.
What makes you stand out: • Experience as a wholesaler admin in the Insurance industry • Experience working in Salesforce • Experience using Concur for expense reporting
- Strong written and verbal communication skills
May be brought in at a higher or lower level depending on experience.
#LI- KB1
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.
$26.31 - $32.15
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.
Pacific Life provides a variety of products and services designed to help individuals and businesses in the retail, institutional, workforce benefits, and reinsurance markets achieve financial security. Whether your goal is to protect loved ones or grow your assets for retirement, Pacific Life offers innovative life insurance and annuity solutions, as well as mutual funds, that provide value and financial security for current and future generations. Supporting our policyholders for nearly 160 years, Pacific Life is a Fortune 500 company headquartered in Newport Beach, California. For additional company information, including current financial strength ratings, visit www.PacificLife.com.
Please review our social media guidelines: paclife.co/social
Offices: 700 Newport Center Drive, Newport Beach, CA 92660, US · 6750 Mercy Road, Omaha, NE 68106, US · 45 Enterprise Drive, Aliso Viejo, CA 92656, US
Pacific Life provides a variety of products and services designed to help individuals and businesses in the retail, institutional, workforce benefits, and reinsurance markets achieve financial security. Whether your goal is to protect loved ones or grow your assets for retirement, Pacific Life offers innovative life insurance and annuity solutions, as well as mutual funds, that provide value and financial security for current and future generations. Supporting our policyholders for nearly 160 years, Pacific Life is a Fortune 500 company headquartered in Newport Beach, California. For additional company information, including current financial strength ratings, visit www.PacificLife.com.
Please review our social media guidelines: paclife.co/social
Offices: 700 Newport Center Drive, Newport Beach, CA 92660, US · 6750 Mercy Road, Omaha, NE 68106, US · 45 Enterprise Drive, Aliso Viejo, CA 92656, US