Pacific Life · 1 month ago
Manager, Operations Advisor Management
Newport Beach CA-800
Full-time
Hybrid
Mid, Senior Level
$122K/yr - $149K/yr
5+ years expPacific Life is a company dedicated to providing financial security and support to its policyholders. They are seeking a Manager to lead their Life Operations Advisor Management team, focusing on overseeing daily operations, training staff, and ensuring performance objectives are met.
FinanceFinancial ServicesInsurance
Responsibilities
Analyzes escalated case submissions by thoroughly reviewing all necessary resources (customer communications, procedures, interviewing involved parties, etc.)
Works closely with Sales partners to build and maintain strong business relationships, ensuring they have the support needed to serve their external customers and field teams effectively
Cascades objectives and information effectively, helping teams positively understand and adapt to change
Ensure team meets established performance expectations for productivity, service quality, complex or escalated case resolution, policy adherence and demonstration of core skills and competencies
Applies deep understanding of operational goals, systems, and processes to effectively lead the team. Clearly explains decision-making, including risk assessments and potential impacts. Ensures team workflows and service approaches align with tiered service model standards. Proactively communicates trends and challenges to leadership and takes action to address them
Identifies ways to improve service experience for customer groups
Leads effective calls/presentations with assigned customer group as assigned
Collaborates successfully with Operations Shared Services and the Customer Solutions teams to ensure quality review, training, documentation, project oversight, workflow and data development needs are moving forward to meet the complex needs of the department; Addresses ways to improve processes, efficiencies, or clarity for department and/or partner Operations teams
Oversees assigned licensed staff activities, including outside business, social media profiles, remote office expectations, and timely submission of brokerage account reporting, U4 changes
Qualification
Required
5 years of supervisory experience (or demonstrated progressive leadership experience) within the financial services industry, preferably within an Operations call center environment
Customer-focused mindset and demonstrated experience guiding successful customer service outcomes
Ability to motivate, develop, and direct multiple levels of employees (entry level to tenured) to meet performance objectives
Strong organizational abilities and abilities to meet department and corporate objectives in a fast-paced work environment
Skilled in problem-solving and resolving complex issues
Excellent written and verbal communication skills, and the ability to communicate with various levels of professionals
Ability to work effectively in a team supervision environment
4-year degree or equivalent experience
Series 6 required
Series 26 required 6 months from hire
Preferred
Experience with administering corporate-owned (COLI) and corporate-sponsored life insurance plans and policies
Knowledge of Life products, processes, and transactions with ability to confidently speak with internal and external customers, which may include participation in conference calls with producer offices and/or leadership
Experience interacting directly with financial professionals and insurance firm leadership
Experience using Microsoft Office applications, Customer Relationship Management platform, AWS, and workflow management platforms
Benefits
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
Company
Pacific Life
Pacific Life Insurance is an insurance company that provides life insurance products, annuities, and mutual funds.
1001-5000 employees
H1B Sponsorship
Pacific Life has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (14)
2024 (9)
2023 (16)
2022 (19)
2021 (14)
2020 (17)
Funding
Current Stage
Late StageTotal Funding
$1.44B2025-09-03Debt Financing· $750M
2025-06-18Debt Financing· $688.57M
Leadership Team
Howard Hirakawa
Senior Vice President, Fund Advisor Operations
Joe Krum
Senior Vice President & Managing Director, Global Institutional Investment Group
Recent News
Private Capital Journal
2025-12-05
2025-11-22
Company data provided by crunchbase