Pacific Life
Group Annuity Contracts Compliance Consultant
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About the Role We’re actively seeking a talented, senior-level Group Annuity Contracts Compliance Consultant to join our Institutional Division Compliance Team in Newport Beach, CA or Omaha, NE.
As a Group Annuity Contract Compliance Consultant, you’ll move Pacific Life, and your career, forward by leading the development, negotiation, and customization of group annuity contracts and participating as a key player on complex transaction teams.
How You’ll Help Move Us Forward
Draft and file highly complex group annuity contracts and related documents. Proactively research product‑related insurance regulations and competitor filings to support the development of new products and collaborate with product implementation teams to ensure compliant and timely implementation of approved filings. Negotiate form approvals and respond to objections from state insurance departments.
Working with sales and product functions, support complex institutional transactions by reviewing, modifying, accepting, or rejecting changes to our filed forms. Translate retirement plan provisions into appropriate group annuity contract and certificate language. Lead and oversee the contract issuance process.
Provide leadership and expertise to compliance programs. Consult with business leaders on product and process design to support compliance with legal, regulatory, and contract requirements.
Analyze new regulations and changes to existing regulations that impact divisional product portfolios. Participate on assigned industry committees with the goal of positively influencing our product compliance regulatory environment.
Manage multiple, complex product‑related projects. Define solutions that are consistent with business strategies, legal, and regulatorily compliant.
The Experience You Bring
Expertise in the design, development, filing, negotiation, and issuance of group annuity contracts.
Bachelor’s degree or equivalent experience plus 10 or more years related industry experience.
Insurance or financial services compliance and legal research experience required.
A polished and professional demeanor with the ability to handle highly complex situations/decisions with potentially significant impacts to the organization.
Leadership abilities, including interpersonal savvy, courage, communication, decision quality, drive engagement, talent development, and resourcefulness.
What Makes You Stand Out
Expertise in Pension Risk Transfer (PRT) and/or Defined Contribution Income Lifetime (DCLI) products.
Experience negotiating contract terms as a part of complex, institutional transactions.
Experience leading teams and coaching staff.
Your Benefits Start Day 1
Prioritization of your health and well‑being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
Paid Parental Leave as well as an Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation
Base Pay Range $148,230.00 - $181,170.00
EEO Statement Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
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About the Role We’re actively seeking a talented, senior-level Group Annuity Contracts Compliance Consultant to join our Institutional Division Compliance Team in Newport Beach, CA or Omaha, NE.
As a Group Annuity Contract Compliance Consultant, you’ll move Pacific Life, and your career, forward by leading the development, negotiation, and customization of group annuity contracts and participating as a key player on complex transaction teams.
How You’ll Help Move Us Forward
Draft and file highly complex group annuity contracts and related documents. Proactively research product‑related insurance regulations and competitor filings to support the development of new products and collaborate with product implementation teams to ensure compliant and timely implementation of approved filings. Negotiate form approvals and respond to objections from state insurance departments.
Working with sales and product functions, support complex institutional transactions by reviewing, modifying, accepting, or rejecting changes to our filed forms. Translate retirement plan provisions into appropriate group annuity contract and certificate language. Lead and oversee the contract issuance process.
Provide leadership and expertise to compliance programs. Consult with business leaders on product and process design to support compliance with legal, regulatory, and contract requirements.
Analyze new regulations and changes to existing regulations that impact divisional product portfolios. Participate on assigned industry committees with the goal of positively influencing our product compliance regulatory environment.
Manage multiple, complex product‑related projects. Define solutions that are consistent with business strategies, legal, and regulatorily compliant.
The Experience You Bring
Expertise in the design, development, filing, negotiation, and issuance of group annuity contracts.
Bachelor’s degree or equivalent experience plus 10 or more years related industry experience.
Insurance or financial services compliance and legal research experience required.
A polished and professional demeanor with the ability to handle highly complex situations/decisions with potentially significant impacts to the organization.
Leadership abilities, including interpersonal savvy, courage, communication, decision quality, drive engagement, talent development, and resourcefulness.
What Makes You Stand Out
Expertise in Pension Risk Transfer (PRT) and/or Defined Contribution Income Lifetime (DCLI) products.
Experience negotiating contract terms as a part of complex, institutional transactions.
Experience leading teams and coaching staff.
Your Benefits Start Day 1
Prioritization of your health and well‑being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
Paid Parental Leave as well as an Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation
Base Pay Range $148,230.00 - $181,170.00
EEO Statement Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
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