Financial Operations Associate

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 will play a critical role in supporting Pacific Life’s annuity and life insurance business by reviewing, analyzing, and processing financial and policy-related transactions in a highly regulated environment. This position combines operational processing, problem-solving, and client support to ensure accurate and timely servicing for policyholders, contract owners, and financial professionals.  

This role may support either our Inforce Processing Team or Advisor Services Team, based on business needs and candidate strengths.  

In this role, you will:  

• Accurately review and process high-volume transactions in accordance with departmental procedures and regulatory requirements   

• Demonstrate strong judgment in identifying issues and resolving exceptions   

• Progress steadily through structured training and develop technical expertise in financial and insurance operations   

• Meet productivity, quality, and service expectations in a fast-paced environment   

• Adapt to shifting workflow priorities and support broader operational needs as required   

• 0–2+ years of experience in operations, financial services, insurance, banking, administrative processing, compliance, or customer support in a fast-paced environment   

• Strong attention to detail and commitment to accuracy   

• Critical thinking and problem-solving skills   

• Excellent verbal and written communication skills   

• Comfort navigating multiple systems and technology platforms simultaneously   

• Ability to prioritize workload and manage deadlines effectively   

• Desire to learn complex processes in a regulated environment   

• Experience in financial services, insurance, banking, or other regulated industries   

• Prior experience in transaction processing, documentation review, licensing, underwriting, or operational support   

• Demonstrated success working in high-volume, metrics-driven environments   

• Growth mindset and commitment to continuous learning   

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.

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.