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Pacific Life

Offers life insurance, annuities, and funds

Assistant Vice President – Life Advisor Services & Inforce Solutions

Business OperationsConfirmed live in the last 24 hours
Full-timeCharlotte, NC, USA

About the Job

Requirements

  • A bachelor's degree or higher.
  • At least 10 years of progressive leadership experience in life insurance, financial services, or a related operational environment, including significant experience leading leaders and complex operations.
  • Demonstrated leadership experience across one or more relevant functions, such as Life Inforce Operations, Claims, Contracting, Licensing and Appointments, Producer Compensation and Commissions, or Customer Service.
  • Experience establishing key performance indicator frameworks, executive scorecards, service standards, and monthly or quarterly business review governance routines that drive measurable outcomes.
  • Experience managing significant operating budgets, forecasts, workforce plans, vendor spend, and investment business cases.
  • A track record of leading organizational change, operational transformation, process modernization, and technology-enabled improvement.
  • Ability to develop leaders, strengthen organizational capability, improve employee engagement, and build succession pipelines.
  • Strong understanding of operational controls, compliance, risk management, business continuity, and governance within a regulated environment.
  • Strategic thinking, cross-functional influence, confident executive communication, and effective crisis and escalation management.
  • FINRA Securities Industry Essentials, Series 6, and applicable state insurance licensing, or ability to obtain required registrations and licenses within established company timeframes.

Responsibilities

  • Develop and execute the functional strategy and own the operational performance of Life Inforce Service, Claims, Contracting, Licensing and Appointments, and Producer Compensation and Commissions, aligned with the broader Life Operations strategy.
  • Lead a large, multifunctional organization through leaders, building a high-performing team with clear accountability, strong staff development, and robust succession planning.
  • Establish and monitor key performance indicators, service-level commitments, quality measures, productivity metrics, risk indicators, and operational scorecards.
  • Lead organizational change and operational transformation, including process redesign, operating-model changes, workforce transitions, and adoption of new technologies and capabilities.
  • Maintain compliance with applicable FINRA requirements, state insurance regulations, company policies, and operational controls while managing business continuity, vendor, key-person, and execution risk.

Desired Qualifications

  • Extensive experience in Life insurance operations across the inforce product lifecycle and a deep understanding of the complexities involved in supporting policyholders, beneficiaries, advisors, and distribution partners.
  • Experience leading a broad portfolio that includes both service operations and advisor-facing functions.
  • Ability to create a clear vision, strategy, and roadmap and translate them into practical execution, governance, and measurable results.
  • Skill in using operational, financial, customer, quality, and workforce metrics to identify issues and turn insights into action.
  • Experience improving performance in complex or challenged operating environments while maintaining organizational stability and employee focus.
  • Ability to collaborate with and influence senior business, operations, and technical leaders across the Consumer Markets Division and the enterprise.
  • Experience with Lean, Six Sigma, change management, organizational development, project management, or comparable disciplines.
  • A leadership style combining high standards and accountability with transparency, coaching, inclusion, and respect.

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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