11 financial consultant jobs found in Newport Beach

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Senior Sales Analyst to join our Sales Intelligence Team in Newport Beach, CA or Omaha, NE. This role is hybrid, 4 days in office, 1 day remote. As a Sales Reporting Consultant you’ll move Pacific Life, and your career, forward by working closely with internal sales desk and leaders to ensure appropriate KPIs are identified and...

Job Description:   Providing for   loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most.   It’s   a big ask, but   it’s   one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because   it’s   the right thing to do. Pacific Life is more than a   job,   it’s   a career with purpose.   It’s   a career where you have the support, balance, and resources to make a positive impact on the future – including your own.  Pacific Life is investing in bright, agile, and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience.       We’re   actively seeking a talented  S enior S alesforce Marketing Cloud   Engineer   working in our Newport...

Job Description: We're actively seeking a talented Business Analyst Consultant to join our Advanced Analytics team. This role is on-site 4 days per week and work from home 1 day per week in Newport Beach, CA. If you are not currently located near one of our offices, we offer comprehensive relocation assistance. As a Business Analyst Consultant - Advanced Analytics, you'll serve as the business-facing partner for Advanced Analytics across our Consumer Markets Division. Sitting at the front of the house, you'll uncover business initiatives, pain points, and value drivers across Finance, Underwriting, Sales, Product, and Fraud — then orchestrate the right analytics solutions by engaging our Analytics Engineering, Data Visualization, and Data Science teams. You'll own each initiative end-to-end against a delivery timeline and continue evolving solutions long after launch. Success in this role depends on close collaboration — uniting business stakeholders, Analytics...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Project Portfolio Management Consultant to join our Portfolio and Program Management team in Newport Beach, CA. This role is hybrid. We believe in empowering our employees to get work done both in and out of the office. As a Project Portfolio Management Consultant, you’ll move Pacific Life — and your career — forward by...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We believe in giving you ongoing opportunities to advance your career. Whether you want to take on broader responsibilities or grow in new directions, you are in the right place. Here at Pacific Life, we want to help you embrace your potential so you can achieve your personal best doing purposeful work - every day. As a Sr. Internal Sales Associate for...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Organizational Development Consultant to join our Talent Management team on-site in Newport Beach, CA. As an Organizational Development Consultant, you’ll move Pacific Life, and your career, forward by advising on changes to Pacific Life’s business structures, collaborating with business and HR leaders in the implementation...

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining...

Come join our team! This role sits in Galway Family OfficeTM, a division of Galway Holdings, the parent company of EPIC Insurance Brokers & Consultants. Galway Family Office empowers professional athletes and entertainers through expert tax and business management services, while fostering financial wellbeing and inclusivity.  We provide comprehensive, personalized wealth management solutions and expert operational support, helping our clients manage and streamline all aspects of their financial affairs. Galway Holdings is the parent company of a growing group of financial, consulting, technology, and insurance brands. We operate under the premise of Profit with Purpose, where all can achieve more by working together. Galway Holdings emerged in an era when we saw the connection between business and community begin to fray. Our purpose was simple: to serve others by bringing them together.​ We built an efficient, transverse operation that powers profit, empowers...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.    We’re actively seeking a talented Marketing Analytics Senior Analyst to join our team in Newport Beach, CA. How you'll help move us forward: Use SQL to build targeted audiences from Snowflake data for marketing campaigns such as product launches etc. Leverage Marketing Cloud automation studio to pipeline the audiences into data extensions. Conduct...

SENIOR CLIENT MANAGER- CONSTRUCTION COMMERCIAL LINES OF INSURANCE   LOCATION: The role can located out of our Newport Beach, Ontario, Fresno or Los Angeles, CA office with a hybrid work schedule; in office 2x a week.   SUMMARY: The Senior Client Manager within our Construction practice works with and supports Producers, Client Executives, and account team to manage client service delivery throughout the insurance renewal and policy period on an assigned book of business. The role is client facing and team focused, using professional skills in commercial property and casualty insurance to enhance and expand client relationships. You will find EPIC to be a fast-paced and fun environment and a workplace in which you truly can make a difference. Creativity and independent thinking is valued throughout our organization. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Case Design Life Insurance Analyst to join our Life Affluent Sales Desk Team in Newport Beach, CA or Omaha, NE. As a Case Design Life Insurance Illustrations Analyst you’ll move Pacific Life, and your career, forward by producing sales proposals and illustrations. You will fill an existing role that sits on a team of eight people...