Business Analyst

Pacific Life • Newport Beach, CA

34d

About The Position

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 Business Analyst to join the Marketing team in our Consumer Markets Division Team in Newport Beach, CA or Omaha, NE. How you will make an impact: Manage a Portfolio of Compliance, Contract, and Onboarding Projects: Compliance Initiative Subject Matter Expert, Regulatory Initiatives and coordinating broker dealer responses. Implement division initiatives regarding DOL, including maintaining product and program availability. Relationship contact with Legal and Compliance for periodic audit external and internal audits. Suitability Program and Certification portfolio owner, working with compliance to maintain and update corresponding documents to continue to sell and service product. Oversee and execute new selling agreements for due diligence and the onboarding of new agreements and amendments to expand Sales opportunities. Coordinate with Finance and Compliance for the review and sign-off all insurance product agreements. Oversight of Annual Firm Due Diligence Surveys, working with enterprise compliance to review and coordinate firm due diligence questionnaires. Maintain library of insurance products agreements and lead on repapering agreements as needed. Resource and documentation management Project and Process Improvement: Establish new and enhanced processes and practices, templates, and the understanding of interdependencies with other departments (i.e., Technology, Operations, Legal, Compliance and Sales) to increase efficiencies. Merger and Acquisitions Support to ensure compliance with firms merging or terminating.

Requirements

• Four-year college degree, with experience in financial services preferred.
• 5+Years Annuities and/or Life Insurance Experience with an emphasis in project management
• Series 6, or ability to obtain Series 6 within 1 year of hire date

Nice To Haves

• Proven ability to demonstrate a drive for results and accountability of business needs
• Self-motivated and detail-oriented individual with confidence to liaison with a variety of departments within Pacific Life.

Responsibilities

• Manage a Portfolio of Compliance, Contract, and Onboarding Projects: Compliance Initiative Subject Matter Expert, Regulatory Initiatives and coordinating broker dealer responses.
• Implement division initiatives regarding DOL, including maintaining product and program availability.
• Relationship contact with Legal and Compliance for periodic audit external and internal audits.
• Suitability Program and Certification portfolio owner, working with compliance to maintain and update corresponding documents to continue to sell and service product.
• Oversee and execute new selling agreements for due diligence and the onboarding of new agreements and amendments to expand Sales opportunities.
• Coordinate with Finance and Compliance for the review and sign-off all insurance product agreements.
• Oversight of Annual Firm Due Diligence Surveys, working with enterprise compliance to review and coordinate firm due diligence questionnaires.
• Maintain library of insurance products agreements and lead on repapering agreements as needed.
• Resource and documentation management Project and Process Improvement: Establish new and enhanced processes and practices, templates, and the understanding of interdependencies with other departments (i.e., Technology, Operations, Legal, Compliance and Sales) to increase efficiencies.
• Merger and Acquisitions Support to ensure compliance with firms merging or terminating.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level