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Pacific Life

Offers life insurance, annuities, and funds

Operations Training Facilitator - Consumer Markets Division (CMD) Ops Training Team

Corporate & Technical TrainingConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • Have 2–3 years of Annuities or Life Operations experience and demonstrated experience training peers, plus a four-year degree or an equivalent combination of work and experience.
  • Be comfortable using Microsoft 365 tools, including Teams, PowerPoint, and OneNote, and learning management systems, and have working knowledge of CMD Operations products, systems, and processes.
  • Have communication, facilitation, and organizational skills, attention to detail, and the ability to develop clear, effective training materials.
  • Be able to present to stakeholders at all levels and anticipate and overcome classroom challenges.
  • Bring a collaborative, coachable, growth-minded approach and a commitment to delivering a superior customer service experience.
  • Obtain FINRA Series 6 registration within three months of hire, as required to train licensed associates.

Responsibilities

  • Coordinate new hire onboarding for Production and Customer Service teams, serving as the liaison between Technology and Operations so new hires start with the access and tools they need.
  • Facilitate engaging virtual classroom training for a full Annuity or Life product line, adapting the training style to different adult learning needs.
  • Gauge learner progress and share trainee performance, attendance, and engagement with leaders and stakeholders.
  • Maintain the training calendar and records, prepare materials, and confirm participant access ahead of each class.
  • Keep courses current by using participant feedback, post-training surveys, and audit data to update content and close knowledge gaps in partnership with Instructional Designers.

Desired Qualifications

  • Hold a FINRA Series 6 license already.
  • Have experience across both Life and Annuity product lines or multiple Operations departments.
  • Have experience with e-learning or content development tools, or formal training credentials such as Train the Trainer or adult learning certifications.
  • Have experience mentoring or onboarding other trainers, or a track record of consistently positive learner feedback.

About the Company

Pacific Life

Offers life insurance, annuities, and funds

Pacific Life offers a range of financial protection and retirement products for individuals and businesses, including life insurance, annuities, mutual funds, and reinsurance services. Its products work by providing financial protection (life insurance pays a benefit to beneficiaries upon death), generating retirement income (annuities convert premiums into guaranteed payments over time), and offering investments through mutual funds to grow assets. The company serves retail customers, institutions, workplace benefits, and reinsurance clients, and it distinguishes itself through a long history (nearly 160 years), its Fortune 500 status, and a broad product suite that supports financial security across generations. The goal is to help people and organizations protect loved ones, plan for retirement, and build and preserve wealth for current and future generations.

Company size
1,001-5,000
Company stage
Debt Financing
Total funding
$750M
Headquarters
Newport Beach, CA
Founded
1868

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