Business Analyst Intern supporting strategic initiatives in a dynamic environment at Apollo, focusing on business operations and efficiencies. Collaborating with leadership to drive performance metrics and data insights.
About the role
- Business Analyst managing a portfolio of compliance, contract, and onboarding projects at Pacific Life. Collaborating with various departments to enhance processes and ensure regulatory compliance.
Responsibilities
- Manage a Portfolio of Compliance, Contract, and Onboarding Projects: Compliance Initiative Subject Matter Expert, Regulatory Initiatives and coordinating broker dealer responses.
- Implement division initiatives regarding DOL, including maintaining product and program availability.
- Relationship contact with Legal and Compliance for periodic audit external and internal audits.
- Suitability Program and Certification portfolio owner, working with compliance to maintain and update corresponding documents to continue to sell and service product.
- Oversee and execute new selling agreements for due diligence and the onboarding of new agreements and amendments to expand Sales opportunities.
- Coordinate with Finance and Compliance for the review and sign-off all insurance product agreements.
- Oversight of Annual Firm Due Diligence Surveys, working with enterprise compliance to review and coordinate firm due diligence questionnaires.
- Maintain library of insurance products agreements and lead on repapering agreements as needed.
- Resource and documentation management Project and Process Improvement: Establish new and enhanced processes and practices, templates, and the understanding of interdependencies with other departments (i.e., Technology, Operations, Legal, Compliance and Sales) to increase efficiencies.
- Merger and Acquisitions Support to ensure compliance with firms merging or terminating.
Requirements
- Four-year college degree, with experience in financial services preferred
- 5+ Years Annuities and/or Life Insurance Experience with an emphasis in project management
- Series 6, or ability to obtain Series 6 within 1 year of hire date
Benefits
- 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
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