AVP, Life Advisor Services & Inforce Solutions

Pacific Life•Charlotte, NC
•$185,000 - $215,000•Hybrid

About The Position

Pacific Life is seeking an Assistant Vice President, Life Inforce Solutions, to join the Consumer Markets Division Operations organization in Charlotte, NC. The role follows a hybrid schedule with four days in the office; relocation assistance is available for candidates who are not located near an office. Reporting to the Vice President of Life Operations, this leader provides strategic and operational leadership across Life Inforce Service, Claims, Contracting, Licensing & Appointments, and Producer Compensation and Commissions. The role is responsible for building a high-performing organization, strengthening service delivery and controls, and advancing capabilities that support policyholders, beneficiaries, advisors, distribution partners, and future business growth. The leader partners with Operations peers and teams across Product, Sales, Distribution, Marketing, Technology, Finance, Legal, Compliance, Risk, and Human Resources.

Requirements

  • 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 in one or more relevant functions, such as Life Inforce Operations, Claims, Contracting, Licensing & Appointments, Producer Compensation and Commissions, or Customer Service.
  • Experience establishing KPI frameworks, executive scorecards, service standards, and MBR/QBR governance routines that drive measurable outcomes.
  • Experience managing significant operating budgets, forecasts, workforce plans, vendor spend, and investment business cases.
  • Track record of leading organizational change, operational transformation, process modernization, and technology-enabled improvement.
  • 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 in 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 ability to obtain required registrations and licenses within established company timeframes.

Nice To Haves

  • Extensive Life insurance operations experience across the inforce product lifecycle and deep understanding of the complexities of supporting policyholders, beneficiaries, advisors, and distribution partners.
  • Experience leading a broad portfolio that includes both service operations and advisor-facing functions.
  • Ability to create a clear vision, strategy, and roadmap and translate them into practical execution, governance, and measurable results.
  • 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.
  • Leadership style combining high standards and accountability with transparency, coaching, inclusion, and respect.

Responsibilities

  • Develop and execute the functional strategy and own operational performance across Life Inforce Service, Claims, Contracting, Licensing & Appointments, and Producer Compensation and Commissions, aligned with the broader Life Operations strategy.
  • Lead a large, multifunctional organization through its leaders, establishing clear accountability, staff development, and 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.
  • Manage business continuity, vendor, key-person, and execution risks.

Benefits

  • Medical, dental, and vision coverage.
  • Wellbeing Reimbursement Account for the employee or eligible dependents.
  • Paid time off, holiday schedules, and Financial Planning Time Off.
  • Paid parental leave.
  • Adoption assistance program.
  • 401(k) savings plan with company match and an additional contribution regardless of participation.
  • Additional incentive pay may be available to most employees.
  • Relocation assistance.
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