Marketing Operations State Filing Analyst at Pacific Life

Newport Beach, California, United States

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

State Filing

Compliance Certification

Redline Versions

Project Management

Marketing Materials

Sales Material Filing

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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