Business Analyst

Pacific Life

Newport Beach, CA, US
Base: $84,870.00 - $103,730.00; bonus/equity: + in...
Compliance initiative subject matter expertise
Regulatory initiatives coordination
Dol implementation experience
The role involves managing a portfolio of compliance, contract, and onboarding projects while serving as a subject matter expert for regulatory initiatives

Job Summary

  • The role involves managing a portfolio of compliance, contract, and onboarding projects while serving as a subject matter expert for regulatory initiatives.
  • Candidates will collaborate with Legal, Finance, and Compliance teams to review insurance product agreements and oversee annual firm due diligence surveys.
  • Pacific Life offers comprehensive benefits starting day one, including medical, dental, vision, paid time off, and a competitive 401k savings plan with company match.

Matching Summary

The role involves managing a portfolio of compliance, contract, and onboarding projects while serving as a subject matter expert for regulatory initiatives.

Salary

Base: $84,870.00 - $103,730.00; Bonus/Equity: Additional incentive pay eligible; Benefits: Medical, Dental, Vision, PTO, 401k match

Skills & Requirements

Must-have

  • Compliance initiative subject matter expertise
  • Regulatory initiatives coordination
  • DOL implementation experience
  • New selling agreement oversight
  • Annual firm due diligence surveys
  • Insurance product agreements management

Nice-to-have

  • Merger and acquisitions support experience
  • Self-motivated and detail-oriented approach
  • Strong liaison skills across departments
  • Drive for results and accountability
  • Process improvement and template creation

Key Requirements

  • Four-year college degree
  • 5+ years annuities or life insurance experience
  • Project management emphasis
  • Series 6 license or ability to obtain within 1 year

Work Rights

Not specified

Tailored Resume

Cover Letter