Marketing Operations State Filing Analyst at Pacific Life

Newport Beach, California, United States

Pacific Life Logo
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Insurance, Financial ServicesIndustries

Requirements

  • 1-2+ years' experience in state filing
  • Bachelor's degree
  • Familiarity with marketing material state filing process
  • Background in state filing or project management systems
  • Ability to stay organized and prioritize work based on due dates

Responsibilities

  • Gather and provide state filing information on sales material in project management system
  • Complete state specific compliance certification forms when necessary
  • Create Redline versions which show changes compared to previously approved version
  • Project Manage projects as time allows to help with capacity

Skills

Key technologies and capabilities for this role

State FilingCompliance CertificationRedline VersionsProject ManagementMarketing MaterialsSales Material Filing

Questions & Answers

Common questions about this position

What is the base pay range for the Marketing Operations State Filing Analyst role?

The base pay range is $82,800.00 - $101,200.00, with actual compensation depending on experience, qualifications, and geographic location. Most employees are also eligible for additional incentive pay.

Is this position remote or based in an office?

The role is based in Newport Beach, CA, with no mention of remote work options.

What experience and skills are required for this position?

Required qualifications include 1-2+ years' experience in state filing, a Bachelor's degree, familiarity with marketing material state filing process, and background in state filing or project management systems. The ability to stay organized and prioritize work based on due dates is also essential.

What is the team structure like for this role?

This is a new role on a team of 14 people in the Consumer Markets division, including Project Managers, Strategists, Copywriters, and Compliance professionals.

What benefits are offered for this position?

Benefits start on day 1 and include flexible options tailored to physical, financial, emotional, or social wellbeing, with prioritization of health including medical and dental.

Pacific Life

About Pacific Life

Newport Beach, CaliforniaHeadquarters
1868Year Founded
$189.4MTotal Funding
N/ACompany Stage
Fintech, Financial ServicesIndustries
1,001-5,000Employees

Benefits

Health Insurance
Paid Vacation
Paid Parental Leave
Adoption Assistance
401(k) Retirement Plan
401(k) Company Match

Risks

Increased competition in annuities market from companies like Prudential and MetLife.
Potential financial exposure from significant real estate investments.
Integration challenges with Selerix could affect customer satisfaction.

Differentiation

Pacific Life partners with T. Rowe Price for innovative Lifetime Income solutions.
Recognized as a top community-minded company, enhancing brand reputation and trust.
Real-time integration with Selerix improves benefits administration accuracy and efficiency.

Upsides

Lifetime Income solution attracts clients seeking secure retirement options.
Enhanced annuity products offer flexibility and growth, increasing product attractiveness.
Strong real estate financing position opens more sector opportunities.

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