Hybrid Life Operations Advisor Specialist

Pacific Asset Management, LLC; Omaha (NE); Hybrid; USD 64,000 - 79,000; Full time

Benefits offered by this job

Competitive benefits

401k with company match

Paid time off

Job summary

Pacific Life Insurance Company is seeking an OAM Specialist/Analyst to join the Life OAM team. This hybrid role supports a block of financial professionals, handles complex inquiries, and ensures accurate, timely resolutions in a fast-paced environment.

Qualified candidates will have FINRA SIE and Series 6/7, 2+ years in CMD Operations, and a 4-year degree or equivalent experience. Strong communication, relationship-management, and analytical skills are essential for success.

Qualifications

• FINRA SIE and Series 6 or 7 registrations required at time of application.
• 2+ years CMD Operations experience focused on communication and service with customers.
• 4-year degree or equivalent experience.
• Strong knowledge of CMD annuity and/or life products and operations processes.

Responsibilities

• Facilitate complex inquiries for Inforce Life business and support financial professionals.
• Monitor status of issue resolution; communicate outcomes to requestors.
• Provide consultations for first-time/complex business to ensure NIGO resolution.
• Develop and nurture relationships with internal/external partners for high-quality service.

Skills

FINRA SIE

Series 6/7

CMD Operations

Relationship management

Communication skills

Analytical skills

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office

CRM platform

AWS

Workflow management

Job description

Pacific Life Insurance Company is seeking an OAM Specialist/Analyst to join the Life OAM team. This hybrid role supports a block of financial professionals, handles complex inquiries, and ensures accurate, timely resolutions in a fast-paced environment.

Qualified candidates will have FINRA SIE and Series 6/7, 2+ years in CMD Operations, and a 4-year degree or equivalent experience. Strong communication, relationship-management, and analytical skills are essential for success.