Operations Advisor – Management Specialist

Pacific Life

Operations advisor supporting complex inquiries and relationships for Pacific Life, an insurer helping customers protect financial futures. Handling escalated cases and supporting life-insurance professionals.

Posted 8/11/2026full-timeNewport Beach • California, New York, North Carolina • 🇺🇸 United StatesJuniorMid-Level💰 $29 - $45 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing customer communications and resolving complex issues within the financial services sector, particularly in relation to CMD annuity and life products. Proven ability to maintain strong relationships with financial professionals and insurance firms while ensuring high-quality service delivery.

Highest-signal resume keywords

FINRA SIE RegistrationSeries 6 RegistrationSeries 7 RegistrationCMD Operations ExperienceRelationship Management Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Research SkillsAnalysis SkillsIssue ResolutionKnowledge of Life ProductsWorkflow Processes

Soft Skills

Verbal Communication SkillsWritten Communication SkillsTeam CollaborationCustomer Service OrientationAbility to Work Under Tight Deadlines

Tools & Technologies

Microsoft OfficeCustomer Relationship Management PlatformsAWSWorkflow Management Platforms

Certifications & Qualifications

FINRA SIESeries 6Series 7

Industry Keywords

CMD Annuity ProductsLife ProductsFinancial ProfessionalsInsurance FirmsNIGO Resolution

Tech Stack

Tools & technologies

AWS

About the role

Key responsibilities & impact

Handle calls, emails, and correspondence for assigned financial professionals and firms while meeting quality and efficiency standards
Diagnose customer core issues and anticipate needs
Explain the rationale behind procedures or requests
Analyze escalated case submissions by reviewing necessary resources
Monitor issue-resolution status and ensure processing is completed correctly
Communicate outcomes effectively to requestors
Consult with financial professionals submitting first-time or complex business to support post-issue NIGO resolution
Support and cultivate relationships with assigned insurance firms
Facilitate complex inquiries for the Inforce Life business

Requirements

What you’ll need

FINRA SIE and Series 6 or 7 registrations required at time of application
2+ years CMD Operations experience, ideally focused on communication and service support with customers
4-year degree or equivalent experience
Advanced understanding of CMD annuity and/or life products, workflow processes, procedures, and Operations services
Strong relationship management skills
Excellent research and analysis skills
Ability to resolve complex issues
Strong verbal and written communication skills
Ability to complete assignments in a high-volume, fast-paced environment under tight deadlines
Ability to balance accuracy, speed, and customer service
Ability to work effectively in a team environment
Knowledge of Life products, processes, and transactions
Experience interacting directly with financial professionals and insurance firm leadership
Experience using Microsoft Office applications, Customer Relationship Management platforms, AWS, and workflow management platforms

Benefits

Comp & perks

Medical, Dental, Vision
Wellbeing Reimbursement Account
Paid Time Off
Holiday Schedules
Financial Planning Time Off
Paid Parental Leave
Adoption Assistance Program
Competitive 401k savings plan with company match
Additional 401k contribution regardless of participation
Flexible benefits tailored to physical, financial, emotional, or social wellbeing
Diversity and inclusion support